Bankkaufmann (m/w/d) Privatkundenberatung, Sparkasse Amberg-Sulzbach
Core
Provide individual, needs-oriented financial advice to assigned private customers via digital channels or in-person at branches.
Role type
Private banking relationship manager
Builds
Financial solutions for private clients including deposits, loans, and risk protection
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial product knowledge, customer relationship management, needs analysis, digital media affinity, sales orientation
Preferred skills
Further qualification as Fachwirt, experience in financial services sales
Technologies
Digital banking platforms, Sparkassen Finanzkonzept
Responsibilities
Advise assigned customers on financial products, identify additional consulting needs, present tailored solutions, collaborate on new sales channels
Seniority
Entry to Mid-level, trained professional