Customer Consultant

We are seeking a Customer Consultant to join our team at Postbank Filialvertrieb AG in Friedrichshafen.

As a Customer Consultant, you will be responsible for providing demand-oriented advice on our comprehensive range of financial products.

Your tasks will include:

• Building sustainable customer relationships through personal conversations and telephone contact
• Taking responsibility for customer care in your branch
• Working closely and trustfully with your branch team
• Organising your workday independently and being a competent contact person for customers on all financial matters
• Using AI-supported applications and digital tools to prepare, conduct, and follow up on customer activities

To be successful in this role, you should have:

• Sales talent with a passion for working with people from diverse backgrounds
• A successful commercial education, ideally as a bank clerk, or several years of professional experience, preferably in customer consulting or sales
• High service competence and resilience in everyday work, as well as openness to rapidly changing conditions
• A strong interest in financial topics and economic interrelationships
• The ability to use AI-supported applications and digital tools effectively

In return, we offer:

• A secure, permanent, and responsible job in a motivated and helpful team
• A good salary, Christmas and holiday pay, and an attractive performance-related remuneration
• A 38.5-hour week for a balanced work-life balance
• Clear career paths and diverse development opportunities
• A wide range of benefits, including emotional well-being, physical fitness, social networking, and financial security

The position is available in full-time and part-time.

If you have any questions about the recruitment process, please contact Ulrike Riederich at +49 (0) 160 1477187.