Bankkaufmann (m/w/d) für die Region Unna
Core
Private banking advisor serving individual customers in the Unna region, focusing on customer acquisition, relationship management, and holistic financial consulting.
Role type
Private banking advisor (IC)
Builds
Personalized financial solutions and customer relationships for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer acquisition, relationship management, holistic financial consulting, cross-selling, needs analysis
Preferred skills
Digital transformation guidance, negotiation, communication
Technologies
Banking software (implied)
Responsibilities
Manage assigned private customers, acquire new customers, lead holistic consulting conversations, guide customers into digital banking, identify customer needs across life phases
Seniority
Entry-level to Mid-level, hands-on IC