Bankkaufmann (m/w/d) für die Kundenberatung in der Region Dortmund
Core
Private banking advisor serving assigned customers in the Dortmund region, focusing on acquisition, relationship management, and holistic financial guidance.
Role type
Private banking advisor (IC)
Builds
Customer relationships and financial solutions for private clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer acquisition, relationship management, holistic financial consulting, cross-selling, digital banking guidance
Responsibilities
Managing assigned private customer accounts, acquiring new customers, conducting comprehensive financial consultations, guiding customers toward digital banking solutions, identifying customer needs across life stages