Individual Client Specialist
UniCredit is a pan-European commercial bank serving individuals, businesses and institutions across Italy, Germany, Austria, and Central and Eastern Europe.
About UniCredit
UniCredit is a Milan-headquartered European banking group providing corporate, individual and payment solutions to more than 20 million clients. It currently maintains digital-asset capabilities including crypto-linked investment products, asset tokenisation, DLT settlement initiatives and an investment in BlockInvest.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will participate in sales and cross-selling campaigns, build and maintain client relationships, and manage a client portfolio. You will advise customers, present banking products suited to their needs, process cash transactions, operate ATMs, follow procedures and security standards, and represent the bank professionally.
Requirements
- Completed formal education in economics, finance, or a related field
- Understanding of financial analysis and key financial indicators
- English language proficiency
- Organizational skills
- Communication skills
- Ability to work in a team
Responsibilities
- Participate actively in sales and cross-selling campaigns
- Develop and maintain business relationships with clients and manage portfolios
- Advise clients and present banking products based on their needs
- Process cash transactions
- Work with ATMs
- Apply current procedures and security standards
- Represent the bank professionally and responsibly
Benefits
- Private health insurance
- Additional days off for birthdays, loved ones, personal time, and a child's first day of first grade