Senior Berater (d/m/w) Personal Banking Private Kredite & Vorsorge
Core
Sales and advisory role for personal banking products including consumer loans, savings, and pension planning for private customers.
Role type
Senior Personal Banking Advisor (Sales & Advisory)
Builds
Consumer loan products, savings accounts, pension solutions, and digital banking adoption
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Consumer loan expertise, pension planning knowledge, sales techniques, customer acquisition, digital service promotion, appointment scheduling
Preferred skills
IDD certification, AnsFuG certification, investment advisory basics
Technologies
Online banking, Mobile banking
Responsibilities
Conduct sales-oriented consultations for assigned customers, sell banking products (loans, savings, pensions), manage appointment schedules, promote digital services, escalate complex cases to specialists
Seniority
Senior, hands-on IC