Specjalista_ka w obszarze bankowości detalicznej
Core
Acquiring and managing individual banking clients, offering a full range of financial products including mortgages, insurance, and daily banking services.
Role type
Retail Banking Specialist (Sales & Client Relations)
Builds
Long-term client relationships and sales of mortgage and daily banking products
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Mortgage lending expertise, full product portfolio knowledge, client acquisition, remote client support, sales target achievement, post-sales support
Preferred skills
English (communicative), self-management, adaptability, teamwork
Technologies
Video conferencing tools, Internet banking platforms, Mobile banking apps
Responsibilities
Actively acquire new clients and build long-term relationships, offer full range of banking products including mortgages and insurance, handle client inquiries in branches and remote channels, analyze client needs to tailor product offers, educate clients on digital banking tools, achieve sales targets for mortgages and daily banking, provide comprehensive post-sales support