Berater Personal Banking (d/m/w) - Filiale Bonn, Bad Godesberg
Core
Branch-based advisor for Deutsche Bank's Private Banking division, responsible for closing sales of banking products and consumer finance solutions for private customers and small businesses.
Role type
Private Banking Advisor (Branch)
Builds
Banking products (accounts, cards, savings), consumer finance (loans, insurance), and basic investment advice
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales orientation, knowledge of private banking product portfolio, credit assessment, customer relationship management, digital service promotion
Preferred skills
IDD certification, AnsFuG certification, knowledge of construction financing
Technologies
Online banking, Mobile banking, SB terminals
Responsibilities
Conduct appointment-based sales consultations, process incoming appointments from the call center, promote digital banking services, support transactional and administrative tasks, refer complex cases to specialists
Seniority
Entry-level to Mid-level