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
Builds
Financial products and digital banking solutions for private clients
Domain
Banking and Finance
Deliverable
client delivery
Required skills
Financial product knowledge, customer relationship management, sales and closing, digital tools proficiency, referral management
Preferred skills
Prior experience at a Sparkasse or bank, strong customer orientation, entrepreneurial mindset
Responsibilities
Advise assigned private customers on financial needs and goals, develop tailored solutions from the product portfolio, identify and close sales opportunities, promote digital banking channels, refer customers to specialized advisors, maintain and grow long-term client relationships