# Bank Consultant

**Company**: Postbank Filialvertrieb AG
**Location**: Pinneberg, Fahltskamp 2
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Pinneberg-Fahltskamp-2/Spezialist-Bankberatung--d-m-w-_R0455201-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/bank-consultant-75c8d753-1fc/

## Description

We are seeking a Bank Consultant to work in our Pinneberg branch. As a specialist in bank consulting, you will independently advise customers on financial products and take responsibility for their care in the branch.

Your tasks will include:

- Providing independent and needs-oriented advice to customers on financial products

- Identifying and utilising cross-selling potential beyond your own product range

- Using provided consulting tools to ensure high-quality advice and service

- Building and maintaining customer relationships through personal and telephone contact

- Organising your workday independently, acquiring appointments, and taking on pre- and after-sales activities

- Working with colleagues in the branch and specialised consulting units to tap into further consulting potential and achieve sales targets

Requirements:

- Completed commercial training, ideally as a bank clerk, or several years of professional experience, preferably in customer consulting or sales

- Sales orientation and interest in financial topics and economic connections

- Ability to recognise customer needs and utilise consulting potential

- Proficiency in digital applications and willingness to learn new systems quickly

- Excellent customer and service orientation, with a focus on people from different backgrounds

- Strong communication and teamwork skills

- Reliable and professional working style, with a high level of resilience

- Fluent German required; additional language skills are welcome but not necessary

Benefits:

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

- Good salary, Christmas and holiday bonuses, and attractive performance-related pay

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

- Opportunities for part-time work

- Family-friendly personnel policy, recognised by berufundfamilie gGmbH

- Clear career paths and diverse development opportunities

- Comprehensive benefits package, including health and wellness programs, financial security, and social networking opportunities

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## Skills

### Required
- financial products
- customer consulting
- digital applications
- German

### Nice to have
- additional language skills

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Pinneberg-Fahltskamp-2/Spezialist-Bankberatung--d-m-w-_R0455201-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)