Spezialist Bankberatung (d/m/w), Filiale Stuttgart Bad Cannstatt
Core
Provide independent, needs-based financial advice to customers 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
Financial product knowledge, cross-selling, customer relationship management, negotiation, digital tool usage, EU intermediary license (Sachkundenachweis), German (fluent)
Preferred skills
Experience in sales or customer advisory, experience with AI-supported applications, additional languages
Responsibilities
Advise customers on financial products, identify cross-selling opportunities, build and develop customer relationships, handle customer inquiries and sales impulses, organize own workday and acquire appointments, collaborate with colleagues to achieve sales targets