Berater (d/m/w) Daily Banking
Core
Daily banking consultant responsible for closing-oriented sales of banking products (accounts, cards, savings, consumer finance) and basic investment needs for private clients.
Role type
Private Banking Consultant (Sales & Advisory)
Builds
Banking products and consumer finance solutions for private individuals and small businesses
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales orientation, customer acquisition, product knowledge (banking/consumer finance), appointment scheduling, digital service promotion, basic investment advisory
Preferred skills
Commercial training, IDD certification, AnsFuG certification, credit expertise
Technologies
Online Banking, Mobile Banking, SB Terminals
Responsibilities
Conduct closing-oriented consultations for assigned clients, sell banking and consumer finance products, promote digital services, handle administrative transactions, schedule follow-up appointments
Seniority
Entry to Mid-level, individual contributor