Kundenberater (d/m/w), Regionales Beratungscenter Hannover
Core
Providing financial advice and sales for private customers via digital channels (phone, video, chat) and in-person, covering accounts, investments, insurance, and private loans.
Role type
Customer Advisor (Financial Services)
Builds
Standardized product portfolio and financial solutions for Postbank private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, sales skills, customer service, digital communication tools, business acumen, regulatory compliance knowledge
Preferred skills
Commercial vocational training (Bank clerk), experience in sales, ability to learn proprietary systems, analytical thinking
Technologies
Digital consultation tools, omni-channel workstations, PC software applications