Bankkaufmann / Versicherungskaufmann (w/m/d) Ulm
Core
Provide comprehensive financial advice and sales support to private customers, focusing on pension planning and credit solutions.
Role type
Sales and advisory bank teller
Builds
Tailored financial products and services for private clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial advisory, sales, customer relationship management, product knowledge
Preferred skills
Empathy, proactive service mindset, teamwork
Technologies
Banking software, CRM tools
Responsibilities
Consult customers on pension and credit products, develop tailored financial solutions, acquire new customers, maintain client relationships