Specjalista_ka w obszarze bankowości detalicznej
Core
Retail banking specialist providing comprehensive financial services, investment products, and mortgage solutions to individual clients.
Role type
Retail Banking Specialist (Investment & Mortgages)
Builds
Investment products (funds, pension products) and mortgage solutions for retail clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Investment experience, client acquisition, relationship management, product matching, digital banking education, post-sales support
Preferred skills
Higher education degree, conversational English
Responsibilities
Offer investment and mortgage products, acquire and manage client relationships, tailor product offerings to client needs, educate clients on digital banking tools, provide post-sales support