# Private Customer Consultant

**Company**: Postbank Filialvertrieb AG
**Location**: Berlin, Ernst-Reuter-Platz
**Work arrangement**: hybrid
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Berlin-W-Ernst-Reuter-Platz/Kundenberater--d-m-w---Regionales-Beratungscenter-Berlin--Evergreen-_R0431306-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_0dc59da3-68e

## Description

We are seeking a Private Customer Consultant to join our team at Postbank Filialvertrieb AG. As a consultant, you will advise our private customers on digital media (telephone, video consultation, chat, co-browsing) on topics such as accounts, service, digitalisation and explore the entire standardised product range for our customers.

**Responsibilities:**

- Provide demand-driven advice to private customers on digital media

- Advise customers on account, service, digitalisation and actively explore the entire standardised product range

- Consult customers in the areas of investment, provision and private credit

- Confidently use digital media in consulting and utilise all available tools of an omnichannel-capable workstation

- Identify and exploit cross-selling potentials

- Maintain high service quality according to the principles of customer-oriented sales, taking into account regulatory and internal company requirements and processes

- Carry out all necessary pre- and after-sales activities

**Requirements:**

- Completed commercial vocational training, preferably as a bank clerk

- Comprehensive product knowledge of financial services

- Experience in sales

- Evidence of expertise in accordance with the EU Intermediary Directive (EU-VRR)

- Cost awareness and ability to think and act in a business-economic manner

- PC skills, ability to learn work-specific systems

- Sales skills and enjoyment in contact with our customers

- Open and communicative personality who likes to work in teams

- High willingness to learn and motivation to continuously develop specialist, sales, process and digitalisation know-how

- Routine in dealing with PC and software applications

- High sales and self-motivation as well as pronounced customer orientation

- Pronounced analytical thinking, quick comprehension and high performance readiness

- Very good communication skills

**Benefits:**

- Secure, permanent and responsible job in a motivated and dynamic team

- Good salary, Christmas and holiday pay, as well as attractive success-dependent remuneration

- Our collective bargaining agreement offers you a 38.5-hour week for a balanced work-life balance

- Part-time employment possible by agreement

- We are certified by berufundfamilie gGmbH for our family-friendly personnel policy

- Clear career paths and diverse development opportunities

**Additional Benefits:**

- Emotional balance: Offers such as counselling in difficult life situations and offers to promote mental health

- Physical fitness: Offers such as comprehensive check-up examinations, vaccination offers and advice on healthy living

- Social networking: Support through pme family service, fitness centre 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 bicycle or Germany ticket

## Skills

### Required
- Financial Services
- Sales
- Communication
- Digitalisation
- Customer Orientation

### Nice to have
- Banking Products
- Investment
- Private Credit
- Cross-Selling

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Berlin-W-Ernst-Reuter-Platz/Kundenberater--d-m-w---Regionales-Beratungscenter-Berlin--Evergreen-_R0431306-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)