Vertriebsassistent (m/w/d) Firmenkunden und Institutionen
Core
Supporting the sales team in customer care for existing and new clients in the social, health, energy, and housing sectors, ensuring first-class customer service.
Role type
Sales Assistant (Corporate & Institutional)
Builds
Customer service and account management for a cooperative sector bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer consultation, account management, contract processing, data management, MS Office, digital media proficiency
Preferred skills
Prior experience in customer advisory or customer service, structured and solution-oriented work style
Responsibilities
Support the sales team in caring for existing and new customers, act as a contact person for customers via phone/email/in-person, maintain customer master data and track open cases, handle account services from opening to online banking, assist in contract processing and create offers/contracts/certificates