Bank Consultant

We are seeking a Bank Consultant to join our team at Postbank Filialvertrieb AG. As a specialist in bank consulting, you will independently advise customers on financial products and take responsibility for their care in the branch.

Key Responsibilities:

• Provide independent and needs-oriented advice to customers on financial products
• Identify and utilise cross-selling potentials beyond your own product range
• Use provided consulting tools to ensure high-quality advice and service
• Build and maintain customer relationships through personal and telephone contact
• Organise your workday independently, acquire appointments, and perform pre- and after-sales activities
• Collaborate with colleagues in the branch and specialised consulting units to achieve sales targets

Requirements:

• Completed commercial training, ideally as a bank clerk, or several years of professional experience, preferably in customer consulting or sales
• Sales orientation and interest in financial topics and economic interrelationships
• Possession of the expert certificate according to the EU Intermediary Directive (EU-VRR)
• Proficiency in digital applications and willingness to learn new systems quickly
• Pronounced customer and service orientation, reliability, and professional work style
• Verifiable German language skills; additional language skills are welcome but not required

Benefits:

• Secure, permanent, and responsible job in a motivated team
• Good salary, Christmas and holiday pay, and attractive performance-related remuneration
• 38.5-hour week for a balanced work-life balance
• Possible part-time employment
• Family-friendly personnel policy, certified by berufundfamilie gGmbH
• Clear career paths and diverse development opportunities

Additional Benefits:

• Emotional well-being: offers for difficult life situations and mental health promotion
• Physical fitness: comprehensive check-ups, vaccination offers, and healthy lifestyle advice
• Social networking: support through pme family service, fitness centre, flexible working time models, and a culture of diversity and equal opportunities
• Financial security: contribution plans for old-age provision, employee bank services, company bicycle, and Germany ticket