Privatkundenbetreuer (m/w/d) bei einer nachhaltigen Spezialbank
Core
Private banking advisor for a sustainable cooperative bank, focusing on securities and deposit business, payment services, and holistic customer needs.
Role type
Private banking advisor (IC)
Builds
Long-term customer relationships and financial solutions for private clients
Domain
Banking / Finance
Deliverable
client delivery
Required skills
Securities business knowledge, deposit business knowledge, payment services expertise, customer relationship management, needs analysis, specialist coordination
Preferred skills
Service orientation, strong communication, flexibility, organization
Technologies
Banking systems, payment platforms
Responsibilities
Advise private customers on securities and deposit business, handle payment transactions, conduct initial onboarding for new customers, attend customer events, coordinate with specialists and partners
Seniority
Entry to Mid-level, hands-on IC