Privatkundenberater*in Beratungscenter (mMB)
Core
Telephone-based financial advisory for private customers in standardized products including payments, deposits, loans, and securities.
Role type
Private banking advisor (telephone)
Builds
Customer retention and value creation through standardized financial products
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
sales experience, customer service, knowledge of banking products, PC skills, Office applications, German (C1)
Preferred skills
willingness to learn, technical affinity, initiative
Responsibilities
telephone sales and advisory, customer onboarding, digital product support, new customer acquisition, specialist coordination