Kundenberater (d/m/w) Standort Bad Kissingen
Core
Provide independent, needs-oriented financial advice to customers on financial products and manage customer care within a branch.
Role type
Senior IC customer advisor (banking)
Builds
Financial products and non-banking services for Postbank customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, cross-selling, customer relationship management, digital tool usage, negotiation, sales orientation
Preferred skills
Experience in customer advisory or sales, knowledge of EU investment advisor directive, proficiency with AI-supported applications
Technologies
Digital advisory tools, AI-supported applications
Responsibilities
Advise customers on financial products, identify cross-selling opportunities, build and develop customer relationships via personal and phone contact, organize own workday and acquire appointments, implement sales targets with the team.