Kundenberater (m/w/d), ImmoFin-Union GmbH
Core
Onboarding new customers and providing independent, needs-oriented financial consulting to find the best solutions.
Role type
Customer advisor (financial services)
Builds
Customer relationships and financial solutions
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
Independent consulting, customer relationship management, offer creation, invoicing, statistics, administrative tasks, MS Office, sales experience, financing experience
Preferred skills
Commercial training (Bank clerk or Office clerk), networking ability
Technologies
MS Office