Privatkundenberater - Bankkaufmann / Anlageberatung / Kredite (m/w/d)
Core
Private banking advisor providing holistic advice on active and passive banking products, focusing on credit consulting and cross-selling opportunities for the middle private customer segment.
Role type
Private banking advisor (credit and product sales)
Builds
Trust relationships with new and existing customers, sales of bundled products, and execution of marketing measures for defined target groups.
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Credit consulting, cross-selling, sales of active and passive banking products, customer acquisition, marketing execution, structured work, time and self-management
Preferred skills
Business or banking-specific further education, technical-supported consulting
Technologies
None stated
Responsibilities
Advise customers on all products of active and passive business, ensure high consulting and service quality, acquire new customers through public presence and direct contact, execute marketing measures for defined target groups
Seniority
Mid-level, experienced advisor