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About the Role
In the Private Banking division, Deutsche Bank consolidates its expertise in private customer business under the Deutsche Bank and Postbank brands, positioning itself as a market leader in Germany. This division encompasses the bank's business with affluent clients globally, as well as with private customers and small to medium-sized enterprises. The Private Banking division offers high-quality financial services, covering comprehensive offerings for private clients, support for discerning entrepreneurs and their families, and solutions for small and medium-sized enterprises in key Eurozone markets. It operates as one of the four business divisions of the Deutsche Bank Group, alongside Corporate Bank, Investment Bank, and Asset Management.
Responsibilities
- Responsibility for customer-focused consulting of clients managed by the team.
- Independent handling of self-arranged appointments and those scheduled by the consulting and call center.
- Focus on needs-based consulting and sales of banking products (accounts, cards, building savings, deposits) and other relevant products for the Personal Banking target group (consumer finance, retirement planning, building savings).
- Optional: Consulting on simple investment needs.
- Responsibility for the successful implementation of new service processes, particularly certification according to Service DIN, in branches.
- Possession of independent credit authority for personal loans and IDD certification, potentially AnsFuG certification, while adhering to quality standards in credit and retirement planning business.
- Generating customer needs through standardized consulting processes and successfully closing sales or referring clients to specialists (especially for construction financing).
- Actively engaging customers with digital services (e.g., online/mobile banking) and knowledgeably communicating the benefits of the bank's digital features.
- Continuous development of expertise in sales, processes, and digitalization.
- Assisting customers with transactions, service, and administrative tasks (e.g., directing them to self-service terminals).
- Processing all scheduled appointments from the consulting center and utilizing interactions from branch business and consultations to arrange follow-up appointments.
Requirements
- Completed training as a bank clerk or a comparable qualification.
- Sales orientation and good knowledge of the private customer product range.
- Sound knowledge of products for basic needs.
- Proficiency in appointment scheduling.
- Experience in customer consulting with a focus on closing sales.
- Confident and competent demeanor when interacting with customers.
- Good sales and communication skills.
Skills
- Digital Features
- Sales
- Consulting
- Banking Products
- Retirement Planning
- Building Savings
- Consumer Finance
- Investment Needs
- Credit Authority
- IDD Certification
- AnsFuG Certification
- Digitalization Know-How
Location
- Germany
Work Type
- Full-time
- Part-time
- Hybrid working
Education Level
- Training as a bank clerk or comparable qualification
Benefits
- Support for mental health and difficult life situations.
- Offers for maintaining personal health, including check-ups and vaccination advice.
- Support from pme Familienservice.
- Access to FitnessCenter Job.
- Flexible working time models (e.g., part-time, job tandem, hybrid working).
- Programs promoting diversity, equal opportunities, and inclusion.
- Contribution plans for retirement provision.
- Employee banking services.
- Company bicycle.
- Deutschlandticket.
- Exclusive employee conditions and individual advice from the employee bank.
About the Company
- Deutsche Bank is Germany's leading bank with a global network and deep roots in Europe.
- We strive for a culture in which we are empowered to excel together every day.
- This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
- Together we share and celebrate the successes of our people.
- Together we are Deutsche Bank Group.
- We welcome applications from all people and promote a positive, fair and inclusive work environment.
Equal Opportunity
- We welcome applications from all people and promote a positive, fair and inclusive work environment.