Privatkundenberater*in
Core
Private banking advisor responsible for customer acquisition, account openings, and financial product sales (savings, loans, investments) in a branch setting.
Role type
Private banking advisor (retail)
Builds
Personal banking accounts, payment services, deposits, consumer loans, pension products, and investment products for private individuals.
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Sales experience, customer service, product knowledge in banking, PC/Office skills, German language (C1)
Preferred skills
Learning agility, technical affinity, initiative
Responsibilities
Consult customers on banking products, open accounts, process payments and deposits, sell loans and investment products, assist with digital banking tools, refer complex cases to specialists.
Seniority
Entry-level / Junior