Individualkundenberater*in
Core
Provide 1:1 and team-based advisory services to private and individual customers across all banking products including accounts, payments, deposits, loans, savings, securities, and standard home financing.
Role type
Individual customer advisor (banking retail)
Builds
Customer relationships and sales of banking products
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Sales experience, customer orientation, product knowledge in banking, PC/Office skills, German language (C1)
Preferred skills
Higher education or specialized training, technical affinity, networking skills
Responsibilities
Manage 1:1 customer relationships and team-based private customer care, consult customers on account openings, payments, deposits, loans, savings, securities, and standard home financing, actively maintain and expand existing customer connections and acquire new customers, provide service support for digital offerings, build and maintain internal and external contact networks
Seniority
Mid-level, sales-focused