Berater (d/m/w) Beratungscenter Privatkunden, Essen
Hybrid
Core
Private banking consultant advising customers on accounts, loans, and savings products via digital and personal channels.
Role type
Senior IC private banking consultant
Builds
Digital and omnichannel private banking services
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
sales skills, product knowledge for private banking, PC and software proficiency, team collaboration
Responsibilities
Advise customers on accounts, loans, and savings products via phone, video, and email; manage a customer portfolio; identify needs using standardized processes; refer complex cases to specialists; support team members and new hires; assist in daily operations.