Finanzberater (m/w/d)
Core
Active sales and advisory role for private banking products (deposits, investments, loans, services) via phone and video to build long-term customer relationships.
Role type
Sales advisor (private banking)
Builds
Long-term customer relationships and sales of financial products
Domain
Banking / Private Finance
Deliverable
product features
Required skills
Active sales approach, customer needs analysis, negotiation and closing skills, digital tool usage, team collaboration
Preferred skills
Banking or savings bank specialist qualification, experience in private customer business
Technologies
S-Finanzplan, digital communication tools
Responsibilities
Proactively contact potential customers from the service area, consult customers via phone and video, sell products using the S-Finanzplan, build and maintain a personal customer base, identify customer needs and refer complex topics to specialists, work flexibly and independently
Seniority
Mid-level, experienced sales professional