Berater (d/m/w) Personal Banking
Core
Sales and advisory consultant for personal banking products (accounts, cards, savings, consumer finance) and basic investment needs for private and small business customers.
Role type
Personal Banking Consultant (Sales & Advisory)
Builds
Banking products and consumer finance solutions for private clients and SMEs
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Sales orientation, product knowledge (accounts, cards, savings, consumer finance), appointment scheduling, closing sales, digital service promotion, credit assessment
Preferred skills
IDD certification, AnsFuG certification, investment advisory basics
Technologies
Online banking, Mobile banking, SB terminals
Responsibilities
Conduct appointment-based sales consultations, sell banking and consumer finance products, promote digital services, handle administrative transactions, refer complex cases to specialists
Seniority
Entry-level to Mid-level, individual contributor