Spezialist (d/m/w) Bankberatung, Filiale Starnberg
Core
Provide independent, needs-oriented advisory on a broad range of financial products and non-banking services to Postbank customers via personal and telephone contact.
Role type
Retail banking advisor (branch)
Builds
Sustainable customer relationships and financial product sales
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Sales talent, commercial training or experience, high service competency, resilience, interest in finance, critical evaluation of AI tools
Preferred skills
Experience in customer advisory or sales, openness to new technologies
Responsibilities
Conduct needs-oriented advisory on financial products, build customer relationships through personal and telephone contact, manage customer care within the branch, collaborate with the branch team, organize daily work independently
Seniority
Entry to Mid-level, no specific seniority stated