Retail Banking Advisor

UniCredit is a pan-European commercial bank serving individuals, businesses and institutions across Italy, Germany, Austria, and Central and Eastern Europe.

Milan, Italy
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.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will proactively sell retail and targeted small-business banking products and services. You will serve and advise customers, identify their needs, maintain relationships, manage daily account operations, conduct cross-selling, process payments, and sell and manage unsecured loans.

Requirements

  • Foreign-currency cashier and securities-law examination
  • Higher education or secondary education with banking vocational qualification
  • At least 2 years of customer-service and sales experience in banking
  • Word knowledge
  • Excel knowledge

Responsibilities

  • Proactively sell retail and targeted small-business banking products and services
  • Serve, inform, advise, and maintain relationships with customers
  • Identify customer needs and sell relevant products
  • Perform daily account-management operations
  • Conduct cross-selling activities
  • Process payments
  • Sell and manage unsecured loans

Benefits

  • Private health insurance after the probation period
  • Illness, accident, and life insurance
  • Free anonymous psychological, legal, and lifestyle counseling
  • Commuting support
  • Volunteering opportunities
  • Sports club membership
  • AYCM sports pass
  • Cafeteria benefits
  • Employee discounts
  • Home office option under internal policy
  • Employee restaurant
  • Performance-based bonus
  • Annual extra day of leave
  • Additional day off for blood donation
  • Discounted employee loan