Privatkundenberater*in (m/w/divers)
Core
Private banking advisor in a branch, serving individual customers with personalized financial advice and service.
Role type
Private banking advisor (IC)
Builds
Personalized financial solutions for individual customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales experience, customer orientation, PC skills, Office applications, German language (C1)
Preferred skills
bank-related vocational training, prior sales role experience, willingness to learn, technical affinity
Responsibilities
open accounts for natural persons, process payments and deposits, offer installment loans, provide pension and construction savings advice, sell securities, assist with digital banking tools, refer complex cases to specialists
Seniority
Entry-level to Mid-level