Description
The Private Customer Advisor advises private customers through telephone, video, cobrowsing, and email on current accounts, services, personal loans, insurance, and retirement planning. The role manages customer pools, develops customer relationships, schedules appointments, closes sales, refers customers to specialized units, supports colleagues, and assists with employee onboarding. Applicants need a banking apprenticeship or comparable qualification, digital-advisory and personal-loan expertise, IDD certification, and strong customer orientation. The position is offered full-time and part-time.
