Serviceberater - Filiale Schwandorf (m/w/d)
Core
Central point of contact for private customers handling account inquiries, payments, and banking services at a branch office.
Role type
Branch service advisor (banking)
Builds
Customer service interactions and account management for private banking clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer communication, account opening procedures, online banking support, sales campaign coordination, multi-channel service (in-person, phone, email), digital and analog tool proficiency
Responsibilities
Conduct standardized consultations for account opening, online banking, and power of attorney; proactively contact customers to discuss banking services; schedule appointments for self and team; handle daily emails and online banking inquiries; support sales campaigns