Spezialist (d/m/w) Bankberatung, Filiale Köln-Lindenthal
Core
Provide independent, needs-based financial advice to customers on financial products and non-banking services within a branch setting.
Role type
Specialist Bank Advisor (Branch)
Builds
Customer relationships and sales of financial products
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, cross-selling, customer relationship management, sales, digital tool usage, EU intermediary license (EU-VRR), German (fluent)
Preferred skills
Experience in customer advisory or sales, interest in economic relationships, openness to AI tools
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