Telefonische Privatkundenbetreuung (w/m/d) im Bankenwesen - hybrides Arbeiten (Remote & Präsenz)
Hybrid
Core
Providing comprehensive private banking and insurance consulting, including customer acquisition and retention.
Role type
Private banking consultant (phone & hybrid)
Builds
Individual financial solutions for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer acquisition, financial solutions design, data management, credit business experience
Preferred skills
Commercial training with banking focus, customer service experience
Technologies
N/A
Responsibilities
Conduct comprehensive customer consultations on banking and insurance topics, maintain customer master data, develop individual financial solutions, independently acquire new customers
Seniority
Mid-level, individual contributor