Kundenberater (d/m/w), Regionales Beratungscenter München

Postbank Filialvertrieb AG

Munich, Germany
Good salary; christmas + vacation pyy; performance...
Hybrid
Completed commercial vocational training
Eu insurance brokerage license (eu-vrr)
Product knowledge in financial services
Postbank Filialvertrieb AG is seeking a Kundenberater (d/m/w) for their Regional Consulting Center in Munich. The role involves advising private customers on financial services through digital channels while emphasizing teamwork and customer-oriented sales

Job Summary

  • The role involves advising private customers on banking topics such as accounts, service, and digitalization through various digital media channels.
  • Employees are expected to actively identify cross-selling opportunities while maintaining high service quality and adhering to regulatory guidelines.
  • The position offers a secure, permanent job with a competitive salary, performance-based bonuses, and a 38.5-hour work week for work-life balance.

Matching Summary

Match Score: 85

Postbank Filialvertrieb AG is seeking a Kundenberater (d/m/w) for their Regional Consulting Center in Munich. The role involves advising private customers on financial services through digital channels while emphasizing teamwork and customer-oriented sales.

Salary

Good salary; Christmas and vacation pay; Performance-based compensation

Skills & Requirements

Must-have

  • Completed commercial vocational training
  • EU Insurance Brokerage License (EU-VRR)
  • Product knowledge in financial services
  • Experience in sales and distribution
  • Proficiency with PC and software systems

Nice-to-have

  • Strong team spirit and collaborative attitude
  • High motivation for continuous learning
  • Analytical thinking and quick comprehension
  • Customer-oriented sales approach
  • Cost-conscious business mindset

Key Requirements

  • Abgeschlossene kaufmännische Berufsausbildung
  • Sachkundenachweis gem. EU Vermittlerrichtlinie (EU-VRR)
  • Erfahrungen im Vertrieb von Finanzdienstleistungen

Work Rights

Not specified

Tailored Resume

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