Private Customer Consultant

In our private customer centres in Germany, we combine modern, digital, and hybrid work environments with personal advice for our customers.

We are looking for a Private Customer Consultant to join our team in Munchen, Klaus-Mann-Platz 1.

Your Tasks

• You will advise our private customers according to their needs through digital media (phone, video consultation, co-browsing, and email) on topics such as accounts, service, personal loans, and precautionary products.
• You will be responsible for managing a pool of customers with your experience and seniority, acquiring new customers for the digital, omnichannel private customer segment, and continuously developing customer relationships.
• You will identify needs through the use of standardized consulting processes (e.g., financial check) and refer customers to specialized areas for topics outside your own competence.
• You will convince customers when scheduling phone appointments and conduct high-quality, goal-oriented consulting conversations.
• You will actively contribute to the team, promote your colleagues' consulting performance, and motivate them with your expertise.
• You will support RBC executives in the induction of new employees and take on deputy tasks in daily control.

Your Skills and Experience

• You have completed a banking-related education or equivalent qualification and hold a certified certificate as an investment advisor, which you can prove with a suitable document.
• You have particular expertise in digital consulting and sales of personal loans (including security) and precautionary products, complemented by comprehensive knowledge of the entire private customer product range.
• You master the professional use of digital media (telephony, video consulting, screen sharing) and safely and efficiently use the possibilities of the omnichannel-capable workstation.
• You have profound competence in personal loans, are IDD-certified, and reliably fulfill all regulatory requirements and quality standards in credit and precautionary business.
• You possess in-depth know-how in financing and precautionary areas and continuously develop your specialist, sales, process, and digitalization knowledge.
• You appear confident, routine, friendly, and competent, and you also have pronounced sales skills and convince through high customer orientation.

What We Offer

• We offer a wide range of benefits that cover all your professional and personal needs.
• Emotional balance: Offers such as counseling in difficult life situations and offers to promote mental health.
• Physical fitness: Offers such as extensive check-up examinations, vaccination offers, and advice on healthy living.
• Social networking: Offers such as support through the pme family service, the Job fitness center, flexible working time models, and a comprehensive culture of diversity, equal opportunities, and participation.
• Financial security: Offers such as contribution plans for old-age provision, bank services for employees, company bicycles, or the Germany ticket.

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