Individualkundenberater*in
Core
Provide 1:1 and team-based advisory services to private and individual customers across all banking products.
Role type
Individual customer advisor (banking)
Builds
Personal banking accounts, payment services, deposits, installment loans, savings, securities, and standardized home financing.
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales experience, customer relationship management, product knowledge in banking, PC/Office skills, German (C1)
Preferred skills
higher education in business, technical affinity, network building
Responsibilities
conduct 1:1 and team-based customer advisory, open accounts and manage deposits, process loans and securities, support digital service usage, build and maintain internal and external networks.
Seniority
Mid-level, sales-focused