Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Lukas Köhler

Lukas Köhler

Banking Advisor
Kiel

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

5
5
years of professional experience

Work History

Banking Advisor

Förde Sparkasse
Kiel, Germany
08.2020 - Current
  • Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Improved branch sales performance by cross-selling various banking products and services.
  • Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.

Call Agent

Asf GmbH
Kiel
09.2019 - 07.2020
  • Identified recurring issues or trends in customer complaints, leading to improvements in products or services as a result.
  • Managed high call volumes with focus on maintaining short waiting times, ensuring customer satisfaction.
  • Increased team morale and performance with regular feedback and constructive criticism.
  • Mastered multiple software platforms to ensure seamless navigation during calls, improving overall productivity.

Education

Bachelor Professional Of Banking (CCI) - Economics

Chamber of Commerce And Industry
Kiel, Germany

A-Levels / School Leaving Examination - Economics

Friedrich-List-Schule
Lübeck
06.2017

Skills

Profitability analysis

Languages

German
Bilingual or Proficient (C2)
English
Advanced (C1)
Spanish
Upper intermediate (B2)

Timeline

Banking Advisor

Förde Sparkasse
08.2020 - Current

Call Agent

Asf GmbH
09.2019 - 07.2020

Bachelor Professional Of Banking (CCI) - Economics

Chamber of Commerce And Industry

A-Levels / School Leaving Examination - Economics

Friedrich-List-Schule

Similar Profiles

CREATE PROFILE
Lukas KöhlerBanking Advisor