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From the employer's careers site First seen 4 Nov 2026

Bank Advisor

The employer hasn't listed a salary.

Apply on Postbank Filialvertrieb AG

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

Apply on Postbank Filialvertrieb AG