Privatkundenberater*in Beratungscenter
Core
Telephone-based advisory and sales role for private banking products including payments, deposits, loans, and investment advice.
Role type
Private banking advisor (telephone)
Builds
Standardized banking products and digital service support for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
sales experience, customer service, investment knowledge, PC/Office skills, German language (C1)
Preferred skills
willingness to learn, initiative
Technologies
Office applications, digital banking platforms
Responsibilities
conduct telephone sales and advisory calls, support customers with digital banking tools, acquire new customers, coordinate with specialists for complex cases, cover flexible service hours