Individualkundenberater*in
Core
Provide 1:1 and team-based advisory services to private and individual customers across all banking products including accounts, payments, deposits, consumer loans, savings, securities, and standard home financing.
Role type
Individual customer advisor (retail banking)
Builds
Customer accounts, loan products, and savings solutions for private individuals
Domain
Retail banking in Germany
Deliverable
product features
Required skills
Sales experience, customer relationship management, product knowledge in banking, PC/Office proficiency, German language (C1)
Preferred skills
Higher education in business, technical affinity, network building, self-service support
Responsibilities
Conduct personalized consultations for account openings, payments, deposits, loans, and securities; acquire new customers and expand existing relationships; refer complex cases to specialists; assist customers with digital service usage; maintain internal and external contact networks
Seniority
Mid-level sales professional