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/medium enterprises.
Role type
Private Banking Advisor (Sales & Advisory)
Builds
Banking products and services for private clients and SMEs
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Sales orientation, customer acquisition, product knowledge (accounts, cards, savings, consumer finance), appointment scheduling, digital service promotion, transaction support
Preferred skills
Commercial training (Bankkaufmann), IDD certification, AnsFuG certification, credit expertise
Technologies
Online Banking, Mobile Banking, SB Terminals
Responsibilities
Conduct closing-oriented advisory sessions, sell banking products, promote digital services, support transactions and administrative tasks, schedule follow-up appointments
Seniority
Entry to Mid-level, individual contributor