Privatkundenberater (m/w/d) im Filialgeschäft
Core
Private banking advisor providing investment, financing, and insurance advice to retail customers.
Role type
Retail banking advisor
Builds
Bank products and services for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Investment and financing advice, credit and insurance sales, digital channel operations, customer needs analysis, sales planning, team coordination
Preferred skills
Bankfachwirt qualification, prior sales experience, proficiency with banking applications
Technologies
Banking applications, digital processes