Vertriebsassistenz Kundenkontakt Retail (m/w/d)
Core
Operational support for Private Banking sales staff, including preparation of client meetings, administrative tasks, and customer service.
Role type
Sales Assistant (Retail Banking)
Builds
Sales reports, customer offers, and contract documents for Private Banking clients.
Domain
Financial Services / Retail Banking
Deliverable
dashboards & analysis
Required skills
Administrative processing, Customer service, Sales data management, Contract document creation, Meeting preparation, Service orientation
Preferred skills
Process knowledge in Retail Banking, Implementation strength
Responsibilities
Pre- and post-meeting preparation for sales activities, Administrative tasks including order processing and contract document creation, Tracking sales activities and creating reports, Customer service and advisory activities, Interface management with service providers