Kundenberater (d/m/w), Regionales Beratungscenter Hamburg
Core
Providing financial advice and sales for private customers via digital media (phone, video, chat) and in-branch, covering accounts, investments, insurance, and private loans.
Role type
Customer Advisor / Financial Consultant
Builds
Standardized banking and non-banking product portfolio for Postbank private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, sales experience, EU investment advisor certification, business acumen, PC proficiency, customer service, cross-selling, regulatory compliance
Preferred skills
Commercial vocational training (Bank clerk), team collaboration, learning agility, analytical thinking, high motivation
Technologies
Digital consultation tools, omni-channel workstations, banking software