Senior Berater (d/m/w) Personal Banking - Private Kredite & Vorsorge
Core
Closing-oriented advisory and sales of banking products (accounts, cards, deposits) and consumer finance/life insurance products for private customers.
Role type
Senior IC Personal Banking Advisor (Private Lending & Provisioning)
Builds
Consumer finance products and life insurance solutions for private clients
Domain
Banking / Consumer Finance / Insurance
Deliverable
product features
Required skills
Closing-oriented advisory, sales of banking products, consumer finance expertise, life insurance/provisioning knowledge, digital services promotion, appointment scheduling
Preferred skills
Investment advisory (basic), IDD certification, AnsFuG certification, credit expertise
Technologies
Online banking, Mobile banking
Responsibilities
Conduct closing-oriented advisory for assigned customers, sell banking and consumer finance products, promote digital services, schedule and manage appointments, refer complex cases to specialists
Seniority
Senior, hands-on IC