Spezialist (d/m/w) Bankberatung, Filiale Waldbröl
Based in Germany
Core
Advise customers independently on financial products and manage customer care within a branch.
Role type
Specialist in bank advisory (branch)
Builds
Financial products and non-banking services for Postbank customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer advisory, cross-selling, relationship building, sales, negotiation, digital tools usage, EU intermediary license (Sachkundenachweis), German (fluent)
Preferred skills
Commercial interest, team collaboration, adaptability to new technologies, AI tool usage
Responsibilities
Advise customers on financial products, identify cross-selling opportunities, build and develop customer relationships, handle customer inquiries, organize own schedule and acquire appointments, contribute to sales targets.