Spezialist Bankberatung Remote (d/m/w) Regionales Beratungscenter Essen
Core
Remote specialist providing financial advice to private customers via digital media (phone, video, chat) on accounts, services, investments, and private loans.
Role type
Specialist in bank advisory (remote)
Builds
Standardized product portfolio and financial services for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Commercial thinking, cross-selling, regulatory compliance, PC proficiency, sales motivation
Preferred skills
Business economics knowledge, analytical thinking, quick learning ability
Technologies
Digital advisory tools, omni-channel workstations
Responsibilities
Advise customers on accounts, investments, and private credits via digital channels; identify cross-selling opportunities; execute pre- and after-sales activities; maintain service quality within regulatory frameworks.
Seniority
Specialist, hands-on IC