Spezialist Bankberatung (d/m/w), Filiale Passau
Core
Advise customers independently on financial products and manage customer relationships in a branch office.
Role type
Specialist Bank Consultant (Branch)
Builds
Financial products and non-banking services for Postbank customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer consultation, cross-selling, relationship management, sales, negotiation, digital tools usage, EU intermediary directive compliance, German language proficiency
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 workday and acquire appointments, contribute to sales targets
Seniority
Entry to Mid-level