Kundenberater (m/w/d) Finanzdienstleistungen
Hybrid
Core
First point of contact for personal and telephone consultation of new customers, selling financial services and supporting customer wishes.
Role type
Frontline financial advisor (retail banking)
Builds
Financial service products (loans, savings, etc.) for retail customers
Domain
Retail banking / Consumer finance
Deliverable
product features
Required skills
Sales of financial services, Customer needs analysis, New customer acquisition, Communication, Goal orientation
Preferred skills
Experience in customer and revenue-oriented consulting
Technologies
None stated
Responsibilities
Consult new customers personally and by phone, Sell financial services, Improve customer satisfaction with individual financial solutions, Manage loan products
Seniority
Entry-level / Junior