CareerPlan

Kundenberater (m/w/d) Finanzdienstleistungen

Mitte, Berlin, Stadt, DEFull-time2026-10-18 → 2026-11-10
Hybrid

Core

First point of contact for personal and telephone consultation of new customers, selling financial services and supporting the sale of credit products.

Role type

Branch financial advisor (sales & consulting)

Builds

Financial services and credit products for retail customers

Domain

Banking / Retail Finance

Deliverable

product features

Required skills

Sales of financial services, customer needs analysis, new customer acquisition, credit product knowledge, German language (fluent)

Preferred skills

Experience in customer and revenue-oriented consulting, enthusiasm for sales activities

Responsibilities

Consult new customers personally and by phone, sell financial services, ensure customer satisfaction through individual financial solutions, manage credit products

Seniority

Entry-level / Junior