Privatkundenberater*in (m/w/divers)
Core
Private banking advisor providing personalized, needs-based consultation on accounts, payments, deposits, loans, savings, and securities to individual customers in a branch setting.
Role type
Private banking advisor (retail)
Builds
Personalized banking solutions and service delivery for individual customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales experience, customer orientation, product knowledge in banking, PC/Office skills, German language proficiency (C1)
Preferred skills
willingness to learn, technical affinity, initiative
Responsibilities
Consult customers on account openings, payments, deposits, loans, savings, and securities; perform banking service tasks; refer customers to specialists for complex needs; assist customers with digital banking tools.