Privatkundenberater*in Beratungscenter
Core
Private banking advisor in a consulting center providing standardized financial products and digital support to retail customers.
Role type
Private banking advisor (retail)
Builds
Standardized banking products and digital service support for retail clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales experience, customer service, product knowledge in banking, PC/Office skills, German language proficiency
Preferred skills
customer orientation, initiative, willingness to learn, digital affinity
Responsibilities
manage customer relationships and satisfaction, increase customer retention and value through product consulting, assist customers with digital offerings, proactively contact customers for sales tasks, perform service and operational banking tasks, refer complex cases to specialists, acquire new customers, work flexible hours to cover service times