CareerPlan

Unternehmerkundenberater*in Betreuung (Beratungscenter)

Düsseldorf, NORDRHEIN_WESTFALENFull-time2026-10-15 → 2026-11-04

Core

Customer service and sales advisor for SME clients at a bank's advisory center, handling account management, credit products, and digital support.

Role type

Customer service and sales advisor (SME banking)

Builds

Customer service and sales for SME banking products

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Customer relationship management, Credit product knowledge, Payment processing, Digital banking support, Sales techniques, Regulatory compliance, MS Office applications, German language (C1)

Preferred skills

Business or university degree, Multi-year sales experience, Continuous learning mindset

Technologies

MS Office applications

Responsibilities

Manage relationships with SME clients to ensure satisfaction, Process central bank tasks including credit renewals and manual allocations, Provide service and execute sales tasks during customer conversations, Increase customer retention and value through needs-based consulting on standard products, Assist clients in using digital offerings, Connect clients with specialists for complex needs, Acquire new customers via referral management, Work flexible hours to cover service times