Kundenberater im Bankwesen
Hybrid
Core
Provide comprehensive financial advice and support for private and business customers, including account management, loan processing, and investment solutions.
Role type
Customer Advisor (Banking)
Builds
Individual financial solutions and banking services for clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer needs analysis, communication, negotiation, MS Office, banking system proficiency
Responsibilities
Handle account openings and transfers, process loan applications, advise on savings and investments, optimize internal processes to meet sales targets