Unternehmerkundenberater*in Betreuung (Beratungscenter) (m/w/divers)
Core
You serve SME and entrepreneur customers by handling bank operations, credit renewals, and manual allocations while providing personalized advice on standard financial products.
Role type
SME customer advisor (retail banking)
Builds
Standardized financial products (business/private financing, payment services, deposits, savings) for SMEs and entrepreneurs
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales and negotiation techniques, knowledge of SME customer needs, knowledge of banking products and services, knowledge of industry regulations, proficiency with MS Office applications
Preferred skills
(none stated)
Technologies
MS Office applications
Responsibilities
Manage collaboration with SME customers to ensure high satisfaction, process centrally generated bank tasks including credit renewals and manual allocations, execute sales and outreach tasks during customer conversations, increase customer retention and value through needs-based advice on standard products, assist customers with digital offerings, refer specialists for complex needs, acquire new customers via referral management
Seniority
Mid-level, customer-facing IC