Privatkundenberater*in
Core
Private banking advisor providing personalized financial advice and service to individual customers at a branch.
Role type
Private banking advisor (retail)
Builds
Personalized financial solutions for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales experience, customer service, product knowledge in banking, PC/Office skills, German language proficiency
Preferred skills
learning agility, technical affinity, initiative
Responsibilities
open accounts for individuals, process payments and deposits, offer installment loans, provide pension and construction savings advice, sell securities, assist with digital banking tools, refer complex cases to specialists
Seniority
Entry-level to Junior