Kundenberaterin im Bankwesen (m/w/d)
Hybrid
Core
Provide comprehensive financial advice and service to private and business customers, handling account operations, loans, and investment products.
Role type
Bank customer advisor (IC)
Builds
Financial products and banking services for private and business clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer needs analysis, account management, loan processing, investment advisory, MS Office proficiency
Preferred skills
Experience with bank internal systems, sales target achievement
Responsibilities
Advise customers on financial products and services, analyze customer needs to develop individual solutions, process account openings and transfers, support loan applications, contribute to internal process optimization and sales targets