Kundenberater:in (m/w/d/ohne Angabe)
Core
Advise and support customers holistically, develop personalized financial concepts, and achieve product closures tailored to customer needs.
Role type
Customer advisor (banking/finance)
Builds
Personalized financial concepts and banking products for customers
Domain
Banking and financial services
Deliverable
product features
Required skills
Financial advisory, customer relationship management, sales, financial product knowledge, communication
Preferred skills
Sales experience, customer service experience, openness to technical applications
Technologies
OSPA financial concept tools, banking partner products
Responsibilities
Advise and support customers holistically, develop personalized financial concepts, achieve product closures, maintain relationships with existing customers, proactively approach potential new customers
Seniority
Entry to mid-level