Privatkundenberater*in (m/w/divers)
Core
Private banking advisor serving individual customers in branch locations, handling account openings, payments, deposits, loans, and investment products.
Role type
Private banking advisor (retail)
Builds
Personalized banking solutions and services for individual customers
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Customer consultation, sales, account management, payment processing, loan origination, investment product knowledge, digital service support, PC/Office proficiency
Preferred skills
Prior sales experience, high learning agility, technical affinity, proactive problem solving
Responsibilities
Consult customers on banking products, open accounts, process payments and deposits, manage loans and savings, guide customers to digital tools, refer complex cases to specialists
Seniority
Entry-level to Mid-level