Mitarbeiter (m/w/d) im Beratungscenter
Core
First point of contact for customers and prospects, handling phone and digital service requests, and providing holistic consulting on real estate-related financial products.
Role type
Customer service and sales consultant (real estate finance)
Builds
Customer service and sales support for a cooperative bank serving real estate owners and property management companies
Domain
Real estate finance / Banking
Deliverable
client delivery
Required skills
Customer consultation, phone communication, service orientation, sales potential recognition, product portfolio management, teamwork
Preferred skills
Commercial training background, experience in active phone customer consulting, flexibility, adaptability
Technologies
CRM tools, property management software
Responsibilities
Answering customer inquiries via phone and digital channels, processing service requests independently, identifying sales opportunities, recommending complementary products, ensuring reliable phone availability, collaborating with sales and service units