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