Berater (d/m/w) Personal Banking
Core
Sales and advisory role for private banking products including accounts, cards, savings, and consumer finance.
Role type
Personal Banking Advisor
Builds
Banking products and services for private customers
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
sales, customer acquisition, product knowledge (accounts, cards, savings, consumer finance), appointment scheduling, digital services promotion
Preferred skills
investment advisory (basic), service process certification (DIN)
Technologies
Online banking, Mobile banking, SB terminals
Responsibilities
Conduct sales-oriented consultations, sell banking products, promote digital services, handle administrative transactions, schedule follow-up appointments
Seniority
Entry-level to Mid-level