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 businesses.
Role type
Private Banking Advisor (Sales & Advisory)
Builds
Banking products and services for private clients and SMEs
Domain
Banking / Private Banking
Deliverable
product features
Required skills
Sales orientation, product knowledge (accounts, cards, savings, consumer finance), appointment scheduling, closing skills, digital services knowledge, credit competence, IDD certification
Preferred skills
Investment advisory basics, Service DIN certification knowledge
Technologies
Online Banking, Mobile Banking, SB Terminals
Responsibilities
Conduct closing-oriented advisory sessions, sell banking products, manage appointments from call center and branch, guide customers to digital services, handle transactions and administrative tasks, refer complex cases to specialists