The role involves responsible advisory for private customers with a focus on closing sales for banking products like accounts, cards, and savings plans
Job Summary
The role involves responsible advisory for private customers with a focus on closing sales for banking products like accounts, cards, and savings plans.
Candidates are expected to actively promote digital services such as online and mobile banking while ensuring high-quality service processes including DIN certification.
The position offers comprehensive benefits including mental health support, flexible working models, and financial security plans tailored to employee needs.
Matching Summary
The role involves responsible advisory for private customers with a focus on closing sales for banking products like accounts, cards, and savings plans.
Skills & Requirements
Must-have
Ausbildung zur Bankkauffrau/zum Bankkaufmann
IDD-Zertifizierung für Versicherungen
Erfahrung in abschlussorientierter Beratung
Kenntnisse der Privatkunden-Produktpalette
Vertriebsorientierung und kommunikative Fähigkeiten
Nice-to-have
AnsFuG-Zertifizierung für Finanzanlagen
Einfache Investmentberatung auf freiwilliger Basis
Interesse an Digitalisierung und neuen Serviceprozessen
Souveränes Auftreten gegenüber anspruchsvollen Kunden