Privatkundenberatung Filiale Gottmadingen (m/w/d) in Teilzeit (ab 80%) bis Vollzeit
Core
Private banking advisor providing holistic financial solutions and product recommendations to assigned retail customers.
Role type
Retail banking advisor (IC)
Builds
Financial products and digital banking solutions for private clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Financial product knowledge, customer relationship management, sales and closing, digital channel adoption, cross-selling, referral management
Preferred skills
Prior experience at a Sparkasse or bank, strong service orientation, entrepreneurial mindset
Technologies
Digital banking platforms, advisory systems