Berater*in First (m/w/divers)
Core
A customer-facing advisor in a bank's consulting center who handles sales, service, and operational tasks for retail and SME clients.
Role type
Senior IC sales and service advisor
Builds
Customer accounts, sales conversions, and service resolutions for a German retail bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, sales techniques, knowledge of MiFID II regulations, knowledge of banking products (securities, payments, loans, deposits), knowledge of risk management, MS Office proficiency, knowledge of O&F systems
Preferred skills
University degree in business, experience in advisory sales, strong German language skills (C1)
Responsibilities
Manage customer relationships and ensure high satisfaction, increase customer retention and value through needs-based advisory, support customers in using digital banking offers, proactively contact customers based on central sales leads, process manual dispositions and bank operational tasks, bind specialists for customers with further advisory needs, acquire new customers through referral management, cover flexible service hours
Seniority
Mid-level, hands-on IC