Kundenberater Bank (g/n) | Privatkunden | Direktvermittlung | Würzburg
Core
Advise private customers on bank products, financial services, and credit solutions while managing existing relationships.
Role type
Private banking advisor (IC)
Builds
Bank products, financial services, and credit solutions for private customers
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
holistic product advice, relationship management, mortgage and insurance solutions, payment processing, credit assessment, securities advice, sales execution
Preferred skills
sales orientation, personal contact skills, initiative, responsibility
Technologies
N/A
Responsibilities
Advise private customers on bank products and financial services; Manage and grow existing customer relationships; Advise on mortgage and insurance solutions; Process payment transactions; Advise on private credit including collateral and insurance; Assess credit collateral and decide on credit applications; Advise on standardized securities solutions; Plan and execute sales and customer actions
Seniority
Entry-level to Mid-level, hands-on IC