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About the Role

The Postbank Filialvertrieb AG advises 12.5 million Postbank customers nationwide on financial services and non-banking products, such as postal services. We value advice and collegial exchange at eye level. In our Regional Advisory Centers of the Postbank brand in Private Customer Banking Germany, we combine a modern, digital, and hybrid working world with personal customer advice at various locations. We live the changing lifestyle in our advisory centers, adapt to the new habits of our customers, and are thus one of the most modern teams in our private customer advisory service. Our customers like to use digital media to receive competent and personal advice on banking matters. And that's why we are looking for you!

Responsibilities

Advise private customers on account, service, digitalization, and actively develop the entire standardized product range using digital media (telephone, video consultation, chat, co-browsing).
Advise customers in the areas of investment, provision, and private loans.
Confidently use digital media in consultations and utilize all available tools of an omnichannel-capable workplace.
Identify and exploit cross-selling potentials.
Maintain high service quality according to the principles of customer-oriented sales, adhering to regulatory and internal company guidelines and processes.
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 competence 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 working in teams.
High willingness to learn and motivation to continuously develop expertise in specialist, sales, process, and digitalization.
Routine in handling PC and software applications.
High sales and self-motivation as well as pronounced customer orientation.
Strong analytical thinking skills, quick comprehension, and high performance commitment.
Very good communication skills.

Skills

Digital media consultation (telephone, video consultation, chat, co-browsing)
Sales
Customer service
Financial services product knowledge
PC and software applications

Location

Germany

Work Type

Full-time
Part-time
Hybrid

Experience Level

Professional

Education Level

Commercial vocational training

Salary/Compensations

Good salary
Christmas and vacation bonus
Attractive performance-related pay

Benefits

Secure, permanent, and responsible job
Motivated, dynamic, and helpful team
38.5-hour week
Family-conscious personnel policy
Clear career paths and diverse development opportunities
Offers for advice in difficult life situations
Offers for promoting mental health
Offers for maintaining personal health
Support through pme Familienservice
Job Fitness Center
Flexible working time models (e.g., part-time, job tandem, hybrid working)
Programs to promote diversity, equal opportunities, and participation
Contribution plans for retirement provision
Bank services for employees
Company bicycle or Deutschlandticket
Exclusive employee conditions
Individual advice through the employee bank

About the Company

The Postbank Filialvertrieb AG advises 12.5 million Postbank customers nationwide on financial services and non-banking products, such as postal services.
We live in our advisory centers the changing lifestyle, adapt to the new habits of our customers, and are thus one of the most modern teams in our private customer advisory service.
As #diepasstbank, we have the right thing for everyone. That's why we bring our jobs together with the right talents. People who actively shape the future through their skills, commitment, and team spirit.
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.

Equal Opportunity

We welcome applications from all people and promote a positive, fair and inclusive work environment.
Equality is very important to us – but in order not to limit the readability of our texts, we do not consistently use gender-neutral forms for personal designations. These are to be understood as gender-neutral.