Berater (d/m/w) Daily Banking
Core
Closing-oriented advisory and sales of banking products (accounts, cards, savings, consumer finance) for private customers and small businesses.
Role type
Private Banking Advisor (Sales & Advisory)
Builds
Banking products and services for Deutsche Bank and Postbank private customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales orientation, knowledge of private banking product portfolio, appointment scheduling, customer advisory, digital services promotion
Preferred skills
IDD certification, AnsFuG certification, credit competence, knowledge of investment products
Technologies
Online Banking, Mobile Banking, SB-Terminals
Responsibilities
Conduct closing-oriented advisory for assigned customers, sell banking and consumer finance products, promote digital services, handle transactions and administrative tasks, schedule follow-up appointments
Seniority
Entry to Mid-level, individual contributor