Berater (d/m/w) Personal Banking
Core
Abschlussorientierte Beratung und Verkauf von Banking-Produkten (Konten, Karten, Bausparen, Einlagen, Konsumentenfinanzierung, Vorsorge) sowie einfache Investmentbedarfe für Privatkunden und kleine bis mittelgroße Unternehmen.
Role type
Personal Banking Consultant (Sales & Advisory)
Builds
Banking products and services for private customers and SMEs
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Sales orientation, knowledge of private banking product portfolio, credit expertise, IDD certification, customer acquisition, appointment scheduling, digital services promotion
Preferred skills
AnsFuG certification, knowledge of service processes (DIN certification)
Technologies
Online Banking, Mobile Banking, SB-Terminals
Responsibilities
Conduct appointment-based sales consultations, sell banking products and consumer finance solutions, promote digital banking features, support transaction processing and administrative tasks, refer complex cases (e.g., mortgage financing) to specialists
Seniority
Entry-level / Junior