Senior Berater (d/m/w) Personal Banking - Private Kredite & Vorsorge

Deutsche Bank

Hybrid
Banking product sales expertise
Personal credit consultation skills
Appointment management proficiency
The role involves responsible end-of-cycle advisory for private customers with a focus on personal loans and retirement products

Job Summary

  • The role involves responsible end-of-cycle advisory for private customers with a focus on personal loans and retirement products.
  • Candidates are expected to independently handle appointments from the advisory center and actively identify customer needs through standardized processes.
  • The company offers comprehensive benefits including mental health support, physical fitness programs, and flexible working models like hybrid work.

Matching Summary

The role involves responsible end-of-cycle advisory for private customers with a focus on personal loans and retirement products.

Skills & Requirements

Must-have

  • banking product sales expertise
  • personal credit consultation skills
  • appointment management proficiency
  • customer needs analysis capability

Nice-to-have

  • digital banking service promotion
  • investment advice willingness
  • strong communication abilities
  • continuous learning mindset

Key Requirements

  • Banking apprenticeship (Bankkauffrau/Bankkaufmann)
  • IDD certification required
  • AnsFuG certification preferred
  • Expertise in personal loans and insurance

Work Rights

Not specified

Tailored Resume

Cover Letter