Bank Advisor

Job description

Function You guide and support private clients in realizing their financial plans, both digitally and in person. You provide tailored advice on banking matters, credits, insurance and pension savings, always with an eye for their personal situation. You help customers quickly with digital tools and online banking solutions. Together with your team you actively contribute to achieving commercial goals and a positive customer experience. You receive regular feedback from your sales manager…

Required skills

customer experience insurance financial planning banking digital tools credits pension savings

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