Serviceberater - Filiale Schwandorf (m/w/d)
Core
Frontline banking advisor serving private customers at a local branch, handling account services, payments, and sales.
Role type
Service Advisor (Banking)
Builds
Giro accounts, payment services, private loans, and investment products for private customers.
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer consultation, account opening, payment processing, online banking support, sales campaigns, email communication, analog and digital tools.
Responsibilities
Conduct standardized consultations for account opening, full capacity, power of attorney, and online banking; proactively contact customers about diverse banking topics; generate appointments for self and colleagues; handle daily emails and online banking inquiries across all sales channels.