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 consultant (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
Deliverable
client delivery
Required skills
Customer service, sales, phone communication, relationship management, problem-solving
Preferred skills
Commercial training background, experience in phone-based customer consulting, teamwork, flexibility
Technologies
CRM tools, banking software
Responsibilities
Answering customer inquiries via phone and digital channels, processing service requests, identifying sales opportunities, recommending additional products, ensuring reliable phone availability, collaborating with sales and service units