Spezialist Bankberatung (d/m/w)
Core
Provide independent, needs-oriented advisory on a broad range of financial products and non-banking services to build sustainable customer relationships in a branch setting.
Role type
Branch financial advisor (retail banking)
Builds
Customer relationships and sales of financial products
Domain
Retail banking / Financial services
Deliverable
client delivery
Required skills
Commercial training (Bank clerk preferred), customer advisory experience, high service competence, resilience, interest in finance and economic relationships
Preferred skills
Cross-functional background, ability to work with diverse groups
Technologies
None stated
Responsibilities
Conduct independent needs-oriented advisory 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
Seniority
Entry to Mid-level, individual contributor