Mitarbeiter (m/w/d) im Beratungscenter
Core
First point of contact for customers and prospects, handling phone and digital service requests, and providing tailored product recommendations.
Role type
Customer service and sales representative
Builds
Customer service and sales support for a cooperative bank serving property owners and the real estate industry
Domain
Banking / Real Estate
Deliverable
client delivery
Required skills
telephone customer consultation, service orientation, product portfolio knowledge, teamwork, flexibility
Preferred skills
commercial training background, experience in active telephone customer consultation
Technologies
CRM tools, banking software
Responsibilities
Handle phone and digital service requests independently, manage customer accounts across communication channels, identify sales opportunities and recommend product additions, ensure reliable telephone availability, collaborate with sales and service units