Service, consulting, and sales of basic financial services
Utilizing cross-selling opportunities
Ensuring high quality of advice
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Deutsche Bank is seeking a Kundenberater (Customer Advisor) for their Mölln branch to provide comprehensive financial service and support to clients. The ideal candidate should possess a strong sales orientation, a background in finance, and excellent customer service skills.
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Job Summary
The Postbank Filialvertrieb AG advises 12.5 million Postbank customers nationwide on financial services and non-banking products, with a strong emphasis on consulting and collegial exchange.
Your tasks include service, consulting, and sales of basic financial services, utilizing cross-selling opportunities, and actively maintaining and developing customer relationships.
The company offers a wide range of benefits covering professional and personal needs, including emotional, physical, social, and financial well-being support.
Matching Summary
Match Score: 75
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Deutsche Bank is seeking a Kundenberater (Customer Advisor) for their Mölln branch to provide comprehensive financial service and support to clients. The ideal candidate should possess a strong sales orientation, a background in finance, and excellent customer service skills.
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Skills & Requirements
Must-have
Service, consulting, and sales of basic financial services
Utilizing cross-selling opportunities
Ensuring high quality of advice
Active customer relationship management
Sales of Postbank products (excluding securities)
Collaboration with service and sales staff
Generating leads for financial and real estate advisors
Adherence to service quality standards
Processing customer leads
Ensuring strong appointment frequency
Pre- and after-sales activities
Achieving sales targets
Nice-to-have
Proactive customer engagement
Team-oriented work style
High level of motivation
Customer-centric approach
Positive and confident demeanor
Analytical thinking skills
Strong communication abilities
Key Requirements
Completed commercial vocational training, preferably as a bank clerk
Comprehensive product knowledge of financial services
Sales experience
Ability to identify and leverage cross-selling potentials
Proof of expertise according to EU intermediary directive (EU-VRR)
Cost awareness and business acumen
PC skills and ability to learn job-specific systems