Serviceberater - Filiale Schwandorf (m/w/d)
Core
Central point of contact for private banking customers at a branch, handling account services, payments, and sales.
Role type
Branch banking advisor (private banking)
Builds
Giro accounts, payment services, private loans, and investment products for private customers
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Customer consultation, account opening procedures, online banking support, sales campaign execution, multi-channel communication, digital and analog tools proficiency
Preferred skills
Private lending and investment advisory development
Responsibilities
Conduct standardized consultations for account opening and online banking, generate appointments for sales campaigns, handle customer inquiries via phone and email, manage daily sales channels
Seniority
Entry-level, individual contributor