Finanzberater (m/w/d) im Kunden-Service-Center
Core
Advise customers on financial optimization via phone and digital channels within the Sparkassen financial planning framework.
Role type
Financial Advisor (Customer Service Center)
Builds
Trust-based advisory situations and digital banking services for regional customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
telephone customer contact, communication skills, digital affinity, sales strength, independent work
Preferred skills
experience in telephone customer contact, interest in new sales channels
Technologies
digital banking platforms, telephony systems
Responsibilities
Conduct goal-oriented customer conversations via phone and digital channels, support customers with digital banking transactions, identify customer needs and refer to specialist departments
Seniority
Entry-level to Mid-level