Kundenberatung (m/w/d)
Core
Customer advisor for a regional cooperative bank, focusing on financial and asset situation analysis, product sales, and digital banking support.
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 assessment
Responsibilities
Analyze customer financial and asset situations, sell standardized product bundles, support customers in using personal and digital banking, identify customer needs and escalate to specialized functions, advise during sales campaigns