# Bank Advisor

**Company**: Postbank Filialvertrieb AG
**Location**: Wuppertal
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Wuppertal-Friedrich-Ebert-Str/Spezialist-Bankberatung-Remote--d-m-w---Regionales-Beratungscenter-Wuppertal_R0431606-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_183e3d37-9fa

## Description

We are seeking a highly motivated and customer-focused Bank Advisor to join our team at Postbank Filialvertrieb AG in Wuppertal. As a Bank Advisor, you will provide comprehensive advice to private customers on digital media, including telephone, video consultation, chat, and co-browsing.

Your main responsibilities will include:

- Providing demand-driven advice to private customers on topics such as accounts, service, digitalization, and product portfolio

- Actively exploring cross-selling potential and selling standardized products in the areas of investment, provision, and private credit

- Utilizing digital media confidently in consulting and leveraging all available tools in an omnichannel-capable workspace

- Maintaining high service quality according to customer-oriented sales principles and regulatory requirements

- Conducting all necessary pre- and after-sales activities

To be successful in this role, you should have:

- Completed commercial training, preferably as a bank clerk

- Comprehensive knowledge of financial services and products

- Sales experience

- EU-Vermittlerrichtlinie (EU-VRR) certification

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

- PC skills and ability to learn job-specific systems

In terms of personal requirements, you should:

- Possess strong communication and interpersonal skills

- Be a team player with a willingness to learn and develop continuously

- Demonstrate a high level of motivation and sales orientation

- Have excellent analytical skills and quick comprehension

In return, we offer:

- A secure, permanent, and responsible job in a motivated and dynamic team

- Attractive remuneration, including a good salary, Christmas and vacation bonuses, and performance-related pay

- A 38.5-hour workweek with a balanced work-life balance

- Opportunities for career advancement and professional development

We also provide a wide range of benefits, including:

- Emotional well-being through counseling services and mental health support

- Physical fitness through comprehensive check-ups, vaccinations, and healthy living guidance

- Social networking opportunities through flexible working hours, family services, and a diverse cultural environment

- Financial security through pension plans, employee benefits, and mobility support

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

If you have any questions about the recruitment process, please contact Bianka Henning at 0228-920-32222.

## Skills

### Required
- Financial Services
- Sales
- Communication
- Analytical Skills
- PC Skills

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Wuppertal-Friedrich-Ebert-Str/Spezialist-Bankberatung-Remote--d-m-w---Regionales-Beratungscenter-Wuppertal_R0431606-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)