Specjalista_tka w obszarze bankowości detalicznej
Core
You offer daily banking and investment products, actively acquire clients, and build long-term relationships by matching product offerings to client needs.
Role type
Retail banking specialist (sales & advisory)
Builds
Daily banking products (accounts, credit cards, cash loans) and investment products (funds, pension products)
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship building, product matching, complaint handling, sales goal realization, active listening, stress resistance, English (communicative), Polish (B2)
Preferred skills
Experience in offering investment, credit, and pension products
Responsibilities
Offer daily banking and investment products, actively acquire clients, recognize and match client needs, support clients in using digital banking tools, process complaints, achieve team sales goals, provide post-sales care