Kundenberater KundenCenter Augsburg (m/w/d)
Core
Providing comprehensive financial advice and account management for private customers at a regional bank branch.
Role type
Customer Advisor (Private Banking)
Builds
Individual financial product offerings and customer service solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer relationship management, sales process coordination, needs analysis, contract negotiation
Preferred skills
Experience in financial sales, knowledge of real estate financing
Technologies
Banking software, CRM tools
Responsibilities
Conducting qualified customer interviews for needs analysis, creating tailored financial offers, following up on sales leads, managing existing customer portfolios, identifying real estate financing needs, representing the bank at events