Mitarbeiter (m/w/d) im Beratungscenter
Core
First point of contact for customers and prospects, handling phone and digital service requests, and providing holistic real estate banking advice.
Role type
Customer service and sales representative (real estate banking)
Builds
Customer service and sales support for a cooperative bank serving real estate owners and property management companies
Domain
Financial services / Real estate banking
Deliverable
client delivery
Required skills
telephone customer consultation, service orientation, customer relationship management, sales potential recognition, cross-channel communication
Preferred skills
commercial training background, experience in active telephone consulting, teamwork, flexibility
Technologies
CRM tools, banking software, property management software
Responsibilities
Process phone and digital service requests independently; Support customers across various communication channels; Identify consulting and sales opportunities; Ensure reliable telephone availability; Collaborate with sales and service units
Seniority
Entry-level to Mid-level, hands-on IC