Specjalista_ka w obszarze bankowości detalicznej
Core
Acquire and manage long-term relationships with individual clients, offering a full range of banking products including loans, savings/investment, insurance, and daily banking services.
Role type
Retail Banking Specialist (Sales & Relationship Management)
Builds
Personalized banking solutions and financial products for individual customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales experience, financial product knowledge, client relationship building, self-management, goal orientation, organization
Preferred skills
English (communicative), adaptability, teamwork
Responsibilities
Proactively acquire new clients and build long-term relationships, offer full range of banking products, support clients in using digital banking tools, analyze client needs to match product offerings, achieve sales targets for loans, investments, insurance, and daily banking, provide post-sales support.