Baufinanzierungsberater (m/w/d), PSD Bank Nürnberg eG
Core
You provide individual and comprehensive consultation and care for customers in the mortgage financing business, finding tailored financing solutions using the bank's own products and those of over 400 partners via the Prohyp GmbH platform.
Role type
Mortgage financing advisor (IC)
Builds
Mortgage financing solutions for private customers
Domain
Banking / Real Estate Finance
Deliverable
product features
Required skills
Mortgage financing consultation, Cross-selling, Lead management, Digital communication, Video consultation, Phone consultation
Preferred skills
Experience with financing platforms, Insurance specialist coordination
Technologies
Prohyp GmbH platform
Responsibilities
Consult customers on mortgage financing, Utilize Prohyp GmbH platform to find solutions from 400+ partners, Advise on savings for building (Bausparen), Identify cross-selling opportunities, Contact insurance specialists when needed
Seniority
Mid-level, experienced IC