Spezialist (d/m/w) Bankberatung, Filiale Heidelberg
Core
Provide independent, needs-oriented financial advice and build sustainable customer relationships through personal and phone contact.
Role type
Customer Advisor (Banking)
Builds
Sustainable customer relationships and sales of financial products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Sales talent, commercial training or experience, customer service competence, resilience, interest in finance
Responsibilities
Conduct needs-oriented consultation on financial products, build customer relationships via personal and phone contact, manage customer care within the branch, collaborate with the branch team, organize own workday independently