Financial Services Consultant (m/w/d)
Hybrid
Core
Provide comprehensive financial advice and service to private and business customers, handling account openings, transfers, savings, investments, and loan applications.
Role type
Financial Services Consultant (IC)
Builds
Long-term customer relationships and individual financial solutions
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Customer needs analysis, financial product knowledge, loan processing, account management, negotiation, MS Office
Preferred skills
Banking or savings bank sales experience, internal banking systems experience
Responsibilities
Process account openings and transfers, analyze customer needs for financial solutions, advise on savings and investment options, support loan application processing, optimize internal processes to meet sales targets