Spezialist Bankenberatung (d/m/w), Filiale Braunschweig
Core
Provide independent, needs-oriented financial advice to customers on financial products and manage customer care within a branch.
Role type
Specialist Bank Advisor (IC)
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 directive compliance, German language proficiency
Preferred skills
Experience in sales or customer advisory, interest in economic relationships, openness to AI tools
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, hands-on IC