Berater (d/m/w) Daily Banking
Core
Closing-oriented advisory and sales of banking products (accounts, cards, savings, consumer finance) for private customers and small/medium enterprises.
Role type
Senior IC Private Banking Advisor
Builds
Banking products and services for private clients and SMEs
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales orientation, product knowledge (accounts, cards, savings, consumer finance), credit expertise, IDD certification, customer acquisition, digital services promotion
Preferred skills
Investment advisory basics, process improvement, digital know-how
Responsibilities
Manage scheduled advisory appointments, sell banking products, handle credit applications, promote digital banking services, support transactions and administrative tasks
Seniority
Mid-level, hands-on IC