Individualkundenberater*in (m/w/divers)
Core
Provide personalized financial advice and account management for private and individual customers in a branch setting.
Role type
Individual customer advisor (retail banking)
Builds
Customer accounts, deposits, loans, and investment products for private individuals
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Customer relationship management, sales, financial product knowledge, digital service support, networking, PC/Office proficiency
Preferred skills
(bank)commercial training, university degree, multi-channel advisory experience, high learning agility
Technologies
Office applications, digital banking platforms
Responsibilities
Conduct 1:1 and team-based customer care, advise on account openings, payments, deposits, loans, and investments, acquire and retain new customers, assist with digital service usage, build and maintain internal/external networks
Seniority
Mid-level, experienced sales professional