Individualkundenberater*in (m/w/divers)
Core
Provide personalized financial advice and sales support to private and individual customers in branch locations, covering accounts, payments, deposits, loans, savings, and securities.
Role type
Individual customer advisor (retail banking)
Builds
Customer accounts and financial products for private individuals
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
sales experience, customer relationship management, financial product knowledge, digital service support, network building, PC/Office proficiency
Preferred skills
(bank)commercial training, university degree, high learning agility, strong service orientation
Technologies
Office applications, digital banking platforms
Responsibilities
Conduct 1:1 and team-based customer care, advise on account openings and payments, manage loan and savings products, support digital service adoption, expand customer base, coordinate with specialists
Seniority
Mid-level, experienced sales professional