Kundenberater (d/m/w), Regionales Beratungscenter Berlin (Evergreen)
Deutsche Bank · BE, DE
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About the Role
We are looking for talented individuals to join our team at Postbank Filialvertrieb AG, a company that advises 12.5 million customers on financial services and non-banking products. We value consultation and collegial exchange at eye level, combining a modern, digital, and hybrid work environment with personal customer service.
Responsibilities
- Advise private customers on accounts, services, and digitalization via digital channels (phone, video, chat, co-browsing).
- Actively present the full standardized product range to customers.
- Advise customers on investments, retirement planning, and personal loans.
- Confidently utilize digital media for consultations and leverage all available tools for an omnichannel workplace.
- Identify and capitalize on cross-selling opportunities.
- Maintain high service quality according to customer-oriented sales principles, adhering to regulatory and internal guidelines.
- Perform all necessary pre- and after-sales activities.
Requirements
- Completed commercial vocational training, preferably as a bank clerk.
- Comprehensive product knowledge of financial services.
- Sales experience.
- Proof of expertise according to EU Intermediary Directive (EU-VRR).
- Cost awareness and ability for business management thinking and action.
- PC skills and ability to learn job-specific systems.
- Sales skills and enjoyment of customer contact.
- Open and communicative personality who enjoys teamwork.
- High willingness to learn and motivation to continuously develop expertise in sales, processes, and digitalization.
- Routine in handling PC and software applications.
- High sales and self-motivation with strong customer orientation.
- Strong analytical thinking, quick comprehension, and high performance commitment.
- Very good communication skills.
Skills
- Digital media consultation (phone, video, chat, co-browsing)
- Sales
- Customer service
- Financial services product knowledge
- Cross-selling
- PC and software applications
Location
- Germany
Work Type
- Full-time
- Part-time
- Hybrid (up to 40% mobile work after onboarding)
Experience Level
- Professional
Education Level
- Commercial vocational training (preferably bank clerk)
Salary/Compensations
- Good salary
- Christmas and vacation bonus
- Attractive performance-based compensation
Benefits
- Secure, permanent, and responsible job
- Motivated, dynamic, and helpful team
- 38.5-hour week
- Family-conscious personnel policy
- Clear career paths and development opportunities
- Support for difficult life situations
- Mental health promotion offers
- Offers for maintaining personal health
- Extensive check-up examinations
- Vaccination offers
- Healthy lifestyle advice
- Support from pme Familienservice
- Job fitness center
- Flexible working time models (part-time, job tandem, hybrid work)
- Culture of diversity, equal opportunity, and participation
- Retirement savings plans
- Employee bank services
- Company bicycle
- Deutschlandticket
About the Company
- Postbank Filialvertrieb AG advises 12.5 million Postbank customers nationwide on financial services and non-banking products, such as postal services.
- We live the changing lifestyle in our advisory centers, adapt to the new life habits of our customers, and are thus one of the most modern teams in our private customer advisory services.
- Our customers like to use digital media to receive competent and personal advice on banking matters.
- As #diepasstbank, we have the right fit for everyone.
- Deutsche Bank Group strives for a culture where we are empowered to excel together every day, acting responsibly, thinking commercially, taking initiative, and working collaboratively.
- We share and celebrate the successes of our people.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.
- Equality is very important to us – however, to avoid limiting the readability of our texts, we do not consistently use gender-neutral forms for personal designations. These are to be understood as gender-neutral.