Serviceberater - Filiale Schwandorf (m/w/d)
Core
Central point of contact for private customers at a bank branch, handling account services, payments, and sales of private loans and investments.
Role type
Bank branch advisor (private banking)
Builds
Giro accounts, payment services, private loans, investment products
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer consultation, account opening, payment processing, online banking support, sales campaigns, email communication, analog and digital tools
Preferred skills
Private lending, investment advisory
Responsibilities
Conduct standardized consultations for account opening and online banking, proactively contact customers to generate appointments, handle daily emails and online banking inquiries, support sales campaigns
Seniority
Entry-level, trained professional