Serviceberater Bank (m/w/d)
Core
Frontline service advisor handling daily customer service, transactions, and product sales for private banking clients.
Role type
Service Advisor (Private Banking)
Builds
Private banking service processes and standardized product bundles
Domain
Banking / Private Finance
Deliverable
product features
Required skills
Payment processing, Private banking products knowledge, Sales techniques, Customer service, Self-service tools usage, Banking systems proficiency
Preferred skills
Experience in private banking service, Regional connection to Bad Bibra
Responsibilities
Handle daily customer service across segments, Execute service-oriented tasks for private banking, Support payment transactions, Sell standardized product bundles, Capture sales leads and refer to advisors, Schedule consultation appointments, Assist with self-service tools, Ensure compliance with banking and data protection rules