UniCredit

Client Advisor (Banking)

In short

This Client Advisor role involves managing a portfolio of banking clients, building long-term relationships, and recommending financial solutions tailored to client needs. The job covers digital banking support, cash transactions, and portfolio administration, requiring effective communication, basic banking knowledge, and MS Word/Excel skills. It is an onsite, full-time position at UniCredit in Slovakia, with secondary education required and English or banking experience considered an advantage.

About the Role
You will manage a portfolio of clients, build trusted long-term relationships, and identify their financial needs. You will recommend suitable financial solutions, introduce clients to digital banking services, carry out cash transactions, and complete related administration.
Requirements
•Communicate effectively with clients.
•Have basic knowledge of banking products.
•Have completed secondary education with a school-leaving examination.
•Be willing to learn, sell, and work with cash.
•Have basic analytical thinking and computer skills.
•Know MS Word and MS Excel.
•English is an advantage.
•Banking experience is an advantage.
Responsibilities
•Manage a portfolio of clients.
•Build long-term client relationships.
•Contact clients by phone, online, and in person.
•Identify client needs and recommend financial solutions.
•Help clients use the bank's digital services.
•Perform cash and routine cashier operations.
•Complete administration related to client service and portfolio management.
Benefits
•25 days of vacation.
•Four additional regeneration days per year.
•A day off for your birthday.
•Discounted bank products.
•Discounts with corporate partners.
•Meal allowance.
•Annual benefits points for cultural and sports activities, language courses, travel, health, relaxation, massages, and spa stays.

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