Description
We are seeking a Private Customer Consultant to join our team in Wuppertal. As a Private Customer Consultant, you will provide comprehensive advice to private customers through various digital channels, including telephone, video consultation, CoBrowsing, and email. Your responsibilities will include advising customers on accounts, services, personal loans, and precautionary products. You will also be responsible for managing a portfolio of customers, acquiring new customers, and continuously developing customer relationships.
Responsibilities:
- Provide demand-driven advice to private customers through digital media on topics such as accounts, services, personal loans, and precautionary products
- Manage a portfolio of customers, acquire new customers, and continuously develop customer relationships
- Identify needs through the use of standardized consulting processes and refer customers to specialized areas outside your own competence
- Convincingly schedule telephone appointments and conduct high-quality, goal-oriented consulting conversations
- Actively contribute to the team, promote the consulting performance of your colleagues, and share your expertise in a motivating way
- Support RBC executives in the induction of new employees and assume representative tasks in daily control
Requirements:
- Banking business training or comparable qualification and certified completion as an investment advisor, which can be proven by a suitable document
- Specialized expertise in digital consulting and sales of personal loans (including hedging) and precautionary products, supplemented by comprehensive knowledge of the entire private customer product range
- Professional use of digital media (telephony, video consultation, screen sharing) and secure and efficient use of the omnichannel-enabled workstation
- In-depth competence in the area of personal loans, IDD-certified, and reliable fulfillment of all regulatory requirements and quality standards in credit and precautionary business
- Profound know-how in the financing and precautionary area and continuous development of your specialist, sales, process, and digitization knowledge
- Confident, routine, friendly, and competent appearance, as well as pronounced sales skills and convincing through high customer orientation
- Active use of AI to identify sales and optimization potential, apply new application cases in everyday consulting, and share experiences in the team
Benefits:
- Comprehensive range of benefits covering all professional and personal needs
- Offers to maintain emotional balance, such as counseling in difficult life situations and offers to promote mental health
- Measures to maintain physical fitness, such as extensive check-up examinations, vaccination offers, and counseling on healthy living
- Social networking opportunities, such as support through the pme family service, fitness center job, flexible working time models, and programs to promote diversity, equal opportunities, and participation
- Financial security through contribution plans for old-age provision, bank services for employees, company bicycle, or Germany ticket, as well as exclusive employee conditions and individual advice from the employee bank