Berater Personal Banking (d/m/w)
Core
Sales and advisory role for personal banking products (accounts, cards, savings, consumer finance) and simple investment needs for private and small business customers.
Role type
Personal Banking Advisor (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 personal banking product portfolio, appointment scheduling, closing skills, credit competence, IDD certification, knowledge of digital banking features
Preferred skills
Knowledge of consumer finance and pension products, investment advisory basics
Technologies
Online banking, Mobile banking, SB-Terminals
Responsibilities
Conduct closing-oriented consultations for assigned customers, sell banking products and consumer finance solutions, implement new service processes (Service DIN certification), refer complex cases to specialists, promote digital services, handle transactions and administrative tasks
Seniority
Entry to Mid-level, individual contributor