Kundenberatung (m/w/d)
Core
Standardized assessment of customers' financial and asset situations and selected life areas, selling standardized product bundles, and supporting customers in using personal and digital banking.
Role type
Customer advisor (banking)
Builds
Standardized product bundles and financial services
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial analysis, product sales, digital banking support, customer needs identification, campaign execution
Responsibilities
Assess customer financial and asset situations, sell standardized product bundles, support customers with digital banking usage, identify customer needs and escalate to specialized functions, provide advice during sales campaigns