Individualkundenberater*in (m/w/divers)
Core
Provide 1:1 and team-based advisory services to private and individual customers across all banking products including accounts, payments, deposits, loans, savings, securities, and standard home financing.
Role type
Individual customer advisor (retail banking)
Builds
Personal banking products and services for private and individual customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer advisory, sales, relationship management, product knowledge (banking), digital service support, networking
Preferred skills
(bank)commercial training, university degree, multi-channel advisory experience, high learning agility, technical affinity
Technologies
Office applications, digital banking platforms
Responsibilities
Manage 1:1 customer relationships and team-based private customer care, advise customers on account openings, payments, deposits, loans, savings, securities, and standard home financing, nurture and expand existing customer connections while acquiring new ones, coordinate with specialists for complex needs, assist customers with digital service usage, build and maintain internal and external networks
Seniority
Mid-level, experienced sales professional