Privatkundenberater*in Beratungscenter
Core
Private banking advisor handling phone-based sales and service for retail customers in Germany.
Role type
retail banking sales advisor
Builds
standardized banking products and digital service support
Domain
banking / retail finance
Deliverable
client delivery
Required skills
sales experience, customer service, product knowledge, PC/Office skills, German (C1)
Preferred skills
willingness to learn, initiative
Technologies
Office applications
Responsibilities
consult customers on payment, deposits, loans, savings, and securities; assist with digital banking; acquire new customers; coordinate with specialists; cover flexible service hours