Kundenberater (m/w/d) für verschiedene Standorte
Core
Advise private customers comprehensively and professionally across defined sales channels, identifying needs and delivering financial services.
Role type
Private banking customer advisor
Builds
Financial service products and customer relationships
Domain
Banking / Private Finance
Deliverable
product features
Required skills
Customer advisory, sales, cross-selling, customer acquisition, service delivery, regulatory compliance (MiFID2)
Preferred skills
Cooperative banking philosophy, further training in cooperative education
Technologies
Sales channels, CRM systems (implied by 'Vertriebswege')
Responsibilities
Advise private customers, plan appointments, acquire new customers, sell financial services, execute cross-selling, provide general services, signal detection and routing
Seniority
Mid-level, experienced