# Bank Consultant

**Company**: Postbank Filialvertrieb AG
**Location**: Hamburg, Heegbarg 6 (PB)
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Hamburg-Heegbarg-6-PB/Spezialist-Bankenberatung--d-m-w-_R0455469-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/bank-consultant-88416aab-65a/

## Description

We are seeking a Bank Consultant to join our team at Postbank Filialvertrieb AG. As a specialist in bank consulting, you will independently advise customers on financial products and take responsibility for their care in the branch.

**Key Responsibilities:**

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

- Identify and utilise cross-selling potentials beyond your own product range

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

- Build and maintain customer relationships through personal and telephone contact

- Organise your workday independently, acquire appointments, and perform pre- and after-sales activities

- Collaborate with colleagues in the branch and specialised consulting units to 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 interrelationships

- Possession of the expert certificate according to the EU Intermediary Directive (EU-VRR)

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

- Pronounced customer and service orientation, reliability, and professional work style

- Verifiable German language skills; additional language skills are welcome but not required

**Benefits:**

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

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

- 38.5-hour week for a balanced work-life balance

- Possible part-time employment

- Family-friendly personnel policy, certified by berufundfamilie gGmbH

- Clear career paths and diverse development opportunities

**Additional Benefits:**

- Emotional well-being: offers for difficult life situations and mental health promotion

- Physical fitness: comprehensive check-ups, vaccination offers, and healthy lifestyle advice

- Social networking: support through pme family service, fitness centre, flexible working time models, and a culture of diversity and equal opportunities

- Financial security: contribution plans for old-age provision, employee bank services, company bicycle, and Germany ticket

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## Skills

### Required
- Financial products
- Customer consulting
- Sales
- 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/Hamburg-Heegbarg-6-PB/Spezialist-Bankenberatung--d-m-w-_R0455469-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)