CareerPlan

Kundenberater (m/w/d) Beratungscenter in Weißensee

Berlin, BERLINRemoteFull-time2026-01-08 → 2026-11-12

Core

Advise and support customers on asset building and optimization through genossenschaftliche (cooperative) banking services.

Role type

Customer advisor (financial services)

Builds

Customer relationships and product offerings for private clients

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Empathy, partnership, customer acquisition, relationship building, video consultation, needs analysis

Preferred skills

Bank training, WpHG advisor qualification, first professional experience, mobile working

Technologies

Video consultation tools

Responsibilities

Advise customers on asset building and optimization, build loyal customer relationships, acquire new customers via referrals, conduct consultations in person, via video, or by phone