Privatkundenberater*in
Core
Private banking advisor providing personalized financial advice and service to individual customers at a branch.
Role type
Private banking advisor (retail)
Builds
Personalized financial solutions for private customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales experience, customer orientation, service orientation, PC skills, Office applications, German language (C1)
Preferred skills
learning agility, technical affinity, initiative
Responsibilities
open accounts for natural persons, process payment transactions, manage deposits, offer installment loans, advise on pension and construction savings, sell securities, assist with digital banking services, refer complex cases to specialists