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 relationship manager
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
Bank products, financial services, credit solutions, payment systems, securities
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, assess credit security 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