Junior Berater Geschäftskunden (m/w/d)
Core
Junior business banking advisor supporting a regional financial institution's corporate client portfolio.
Role type
Junior business banking advisor
Builds
Corporate client relationships and financial solutions
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
Corporate client portfolio management, digital and personal communication, credit decision support, investment and pension solutions, relationship building, financial needs analysis
Preferred skills
Banking training, additional corporate banking qualification, prior customer advisory or commercial credit experience, digital proficiency
Technologies
Digital communication channels, modern advisory platforms
Responsibilities
Manage assigned corporate client portfolio, expand existing client relationships, serve as first point of contact for new and existing business clients, conduct advisory calls on financing and banking services, support credit decision preparation, advise on investment and pension solutions, collaborate with specialists in financing and wealth management, identify client needs and initiate financial solutions