CareerPlan

Kundenberater (m/w/d) Finanzdienstleistungen

Stuttgart, Baden-Wurttemberg, DEFull-time2026-10-23 → 2026-11-10
Hybrid

Core

First point of contact for personal and telephone consultation of new customers, selling financial services and supporting them with individual financial solutions.

Role type

Frontline sales and advisory banker

Builds

Financial service products (loans) and customer acquisition

Domain

Banking / Retail Finance

Deliverable

product features

Required skills

Sales of financial services, customer acquisition, financial consulting, communication, goal orientation

Preferred skills

Experience in customer and revenue-oriented consulting

Technologies

None stated

Responsibilities

Consult new customers personally and by phone, sell financial services, ensure and improve customer satisfaction with individual financial solutions, manage loan products

Seniority

Entry-level / Junior