Senior Experte Vorsorge (d/m/w) Beratungscenter Privatkunden, Berlin
Core
Senior advisor for private banking customers, providing personalized consultation on accounts, personal loans, and pension products via digital and hybrid channels.
Role type
Senior IC private banking advisor (pension & loans)
Builds
Digital and omni-channel customer service solutions for private banking clients
Domain
Banking / Financial Services / Pension & Credit
Deliverable
client delivery
Required skills
Pension product expertise, Personal loan sales, Digital consultation (video/screen-sharing), IDD certification, Customer relationship management, Team mentoring
Preferred skills
AI tool usage, Process optimization, Leadership support
Technologies
Video consultation, CoBrowsing, E-Mail, AI tools, FinanzCheck
Responsibilities
Consult customers on accounts, loans, and pension products; manage a customer portfolio; refer complex cases to specialists; conduct appointment setting and closing conversations; mentor colleagues and support onboarding; assist in daily team operations.