Bankkaufmann / Versicherungskaufmann (w/m/d) Erlangen
Core
Provide comprehensive financial advice and sales support to private customers, focusing on pension planning and credit solutions.
Role type
Sales and advisory bank officer
Builds
Tailored financial products and services for private clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Customer advisory, sales, financial product knowledge, relationship management, solution design
Preferred skills
Empathy, service orientation, teamwork, independent work
Technologies
Banking software, CRM tools
Responsibilities
Customer care around bank products, pension and credit counseling, developing tailored financial solutions, expanding customer relationships, acquiring new customers