Bankkaufmann / Versicherungskaufmann (w/m/d) Erfurt
Core
Provide comprehensive financial advice and sales support to private customers, focusing on pension planning and credit solutions.
Role type
Sales and advisory bank clerk
Builds
Tailored financial solutions for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer advisory, sales, financial product knowledge, relationship management
Preferred skills
Empathy, service orientation, teamwork, independent work
Technologies
None stated
Responsibilities
Customer care around bank products, pension and credit advisory, developing tailored financial solutions, expanding customer relationships, new customer acquisition