Customer Service Representatives

Tasks

• As a customer service representative without my own client portfolio, I conduct consultations regarding basic services.
• As a customer service representative with your own client portfolio:
  • I provide counseling to individuals and families.
  • I advise business clients and executives on choosing the right banking products.
  • I plan and manage their financial planning, coordinate insurance matters, review the liquidity of their banking clients, and support them in their business.
  • I advise existing business clients and company executives on choosing the right accounts and credit products.
  • I offer financing and insurance solutions tailored to the needs of our clients.
  • in accordance with its risk-bearing capacity and risk tolerance.
  • I help businesses and individuals choose the right financing and insurance solutions.
  • Given all these areas of expertise, I am well-versed in finance, investing, retirement planning, taxes, and payment transactions.

Requirements

• Completed banking apprenticeship or comparable basic training with relevant banking experience.
• Treating customers in a friendly and respectful manner.
• A professional and confident demeanor, as well as well-developed communication skills.
• The ability to work independently and with precision.
• Reliability, creativity, initiative, and a high degree of personal responsibility.
• Knowledge and product expertise.
• Strong commitment to customer service.
• Load capacity and flexibility.
• Commitment and willingness to perform.
• A positive demeanor and personality.

We offer

• Investment in high-quality education and training programs, such as: a degree in banking and business administration from a university of applied sciences.