Kundenberater Privatkunden (w/m/d) – Bankkaufmann – Dortmund
Core
Personal financial advisor for private customers, guiding them through decisions on accounts, loans, and investments while building trust and integrating digital services.
Role type
Private banking advisor (IC)
Builds
Personalized financial solutions and modern banking experiences for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial product knowledge, relationship building, cross-selling, digital service promotion, complex topic explanation, independent work
Preferred skills
Cooperative banking mindset, sales aptitude, team collaboration
Responsibilities
Provide holistic advice on accounts, loans, and investments; identify customer needs and develop tailored solutions; promote digital banking services; collaborate with specialists
Seniority
Entry to Mid-level, hands-on IC