Privatkundenberater - Bankkaufmann / Anlageberatung / Kredite (m/w/d)
Core
Private banking advisor providing holistic advice on active and passive banking products, with a focus on credit consulting and cross-selling opportunities for the middle private customer segment.
Role type
Private banking advisor (credit and product sales)
Builds
Trust relationships with new and existing customers, sales of bundled products, and market development within the regional area.
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Credit consulting, cross-selling, sales of active and passive banking products, customer acquisition, market analysis, structured work, self-management
Preferred skills
Business or banking-specific further education, technical-supported consulting
Technologies
Mobile work tools, digital banking channels
Responsibilities
Advise customers on all active and passive banking products, ensure high service quality across new sales channels, acquire new customers through public presence and direct outreach, execute marketing measures for defined target groups, develop sales opportunities in the market area