CareerPlan

Quereinstieg als Mitarbeiter:in digitale Privatkundenbetreuung (m/w/d)

Itzehoe, SCHLESWIG_HOLSTEINRemoteFull-time€39k2026-09-04 → 2026-11-02
Hybrid

Core

Digital private banking advisor providing financial solutions via phone and video calls to Sparkasse customers.

Role type

Entry-level private banking advisor (digital)

Builds

Financial products and services for private customers

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Sales experience, customer communication, digital communication tools, financial product interest, learning agility

Preferred skills

Commercial or service-oriented vocational training, affinity for ETFs

Responsibilities

Conduct digital advisory conversations (phone/video), identify customer needs, offer financial solutions (savings, loans, insurance), build customer relationships, provide holistic service-oriented advice