Private Customer Consultant

We are seeking a Private Customer Consultant to join our team in Wuppertal. As a consultant, you will work in our modern, digital, and hybrid work environment, providing personalised advice to our customers.

Your tasks will include:

• Providing customer-centric advice via digital media (telephone, video consultation, co-browsing, and email) on topics such as accounts, service, digitalisation, and exploiting the entire standardised product range for our customers
• Utilising your expertise in digital consulting and sales of personal loans (including protection) as well as securities products, complemented by your knowledge of the entire private customer product range
• Demonstrating excellent telephone appointment-making skills and being adept at conclusion-oriented customer consulting
• Contributing significantly to the team's success with your pronounced sales and communication skills and complementing them with your ambition
• Promoting the team's consulting performance through motivation and sharing your expertise with colleagues

Requirements:

• Experience in advising customers in a team with a focus on developing customers for the digital, omnichannel private customer segment
• Responsibility for intensive and needs-based consulting, sales via digital media of banking products, and especially consulting-intensive products such as consumer financing and securities products
• Active approach to customers on digital services (e.g., online/mobile banking) and obtaining opt-ins
• Secure handling of digital media (including telephony, video consultation, screen sharing) and consistent use of all available aids at your omnichannel-capable workstation
• Own competence in personal loans, IDD and AnsFuG certified, and meeting the quality requirements in the credit and securities business with the associated regulatory requirements and approvals
• Ability to stimulate customer needs using standardised consulting processes (e.g., financial check) and qualified referral to needs beyond your own competence
• In-depth knowledge of the financing and securities business, continuously developing your specialist, sales, process, and digitalisation know-how
• Confident, routine, competent, and friendly demeanor in consulting, with pronounced sales skills and high customer orientation
• Targeted use of AI-supported applications to efficiently identify customer needs, optimise workflows, and continuously improve consulting quality

We offer:

• A wide range of benefits that cover all your professional and personal needs
• Emotional balance: offers such as counseling in difficult life situations and programs to promote your mental health
• Physical fitness: comprehensive check-up examinations, vaccination offers, and healthy lifestyle counseling
• Social networking: support through the pme family service, fitness center job, flexible working time models, and programs to promote diversity, equal opportunities, and participation
• Financial security: contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket, and exclusive employee conditions and individual counseling through the employee bank