Berater (d/m/w) Beratungscenter Privatkunden, Nürnberg
Core
Provide personalized banking advice to private customers via digital channels (phone, video, chat, co-browsing) and in-person consultations, covering accounts, services, digitalization, investments, insurance, and private loans.
Role type
Private Banking Consultant (IC)
Builds
Standardized product portfolio for private banking (accounts, investments, insurance, loans)
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private banking product knowledge, sales skills, digital communication proficiency, PC and software application proficiency, adaptability to new technologies including AI tools
Preferred skills
Experience with AI-assisted tools, data handling responsibility
Responsibilities
Advise customers on accounts, services, digitalization, investments, insurance, and private loans; Utilize digital media effectively in customer interactions; Collaborate within a team to support customer needs