Description
We are seeking a Financial Advisor to join our team at Postbank Filialvertrieb AG in Mannheim. As a Financial Advisor, you will be responsible for advising private customers on various financial services and products, including accounts, services, digitalization, investments, and private credit.
Responsibilities:
- Provide tailored advice to private customers via phone, video consultation, chat, and co-browsing
- Explore cross-selling opportunities and promote standardized products
- Utilize digital media and tools to provide comprehensive advice
- Maintain high service quality and adhere to regulatory requirements
- Conduct pre- and post-sales activities
Requirements:
- Completed commercial training, preferably as a bank clerk
- Comprehensive knowledge of financial services and products
- Sales experience
- EU-VRR certification
- Cost-consciousness and business acumen
- PC skills and ability to learn specific systems
Personal qualities:
- Strong communication and sales skills
- Team-oriented and open-minded personality
- High motivation and willingness to continuously develop expertise
- Analytical thinking and quick comprehension
- Excellent communication skills
Benefits:
- Secure, permanent position in a motivated team
- Competitive salary, Christmas bonus, and attractive performance-based compensation
- 38.5-hour workweek with balanced work-life balance
- Opportunities for part-time work
- Family-friendly HR policies
- Clear career paths and development opportunities