# Private Customer Consultant **Company**: Deutsche Bank **Location**: Mainz, Hattenbergstr. 10 **Work arrangement**: hybrid **Experience**: senior **Category**: Finance **Industry**: Finance **Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Hattenbergstr-10/Senior-Experte-Vorsorge--d-m-w---Beratungscenter-Privatkunden--Mainz_R0429855?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply **Canonical**: https://yubhub.co/jobs/job_b43082c5-b78 ## Description In our private customer centres across Germany, we're revolutionising the way we work and advise our customers. We combine modern, digital, and hybrid working methods with personalised advice, making us one of the most forward-thinking teams in private customer consulting. Our customers value both digital channels and face-to-face interactions, expecting expert, tailored advice on all banking topics. Here, you can utilise your strengths and actively shape the future of consulting. We're looking for someone like you to join our team! **Your Tasks** - You'll provide bespoke advice to our private customers through digital media (phone, video consultation, CoBrowsing, and email) on topics such as accounts, service, personal loans, and precautionary products. - As part of the team, you'll use your experience and seniority to manage a pool of customers, acquire new customers for the digital, omnichannel private customer segment, and continuously develop customer relationships. - You'll identify needs using standardised consulting processes (e.g., Financial Check) and direct customers to specialised areas for topics outside your expertise. - You'll secure appointments over the phone and conduct outcome-oriented, high-quality advisory conversations. - You'll actively contribute to the team, enhance your colleagues' advisory services, and share your expertise in a motivating manner. - You'll support RBC management in onboarding new employees and assume deputy tasks in daily control. **Your Skills and Experience** - You have a commercial banking education or comparable qualification. - You possess exceptional expertise in digital consulting and sales of personal loans (including hedging) and precautionary products, complemented by comprehensive knowledge of the entire private customer product range. - You're proficient in the professional use of digital media (telephony, video consulting, screen sharing) and securely and efficiently utilise the omnichannel-capable workstation. - You have in-depth competence in personal loans, are IDD-certified, and reliably meet all regulatory requirements and quality standards in credit and precautionary business. - You have profound know-how in financing and precautionary areas and continuously develop your specialist, sales, process, and digitalisation knowledge. - You present yourself confidently, routinely, friendly, and competently, and you have pronounced sales skills and convince through high customer orientation. - You're open to new technologies and utilise digital applications, including AI-supported tools, to support your daily work, handling data and information responsibly and carefully. **What We Offer** - A wide range of benefits covering all your professional and personal needs. - Emotional balance: Offers like counselling in challenging life situations and mental health promotion. - Physical fitness: Comprehensive check-up examinations, vaccination offers, and healthy lifestyle counselling. - Social networking: Support through pme family service, fitness centre job, flexible working time models, and a comprehensive culture of diversity, equal opportunities, and participation. - Financial security: Contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket. The position is offered in full-time and part-time. For questions about the recruitment process, please contact Luisa Moderzinski: 0151 56516413. ## Skills ### Required - digital consulting - personal loans - precautionary products - IDD certification - customer orientation - sales skills - digital media --- Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Mainz-Hattenbergstr-10/Senior-Experte-Vorsorge--d-m-w---Beratungscenter-Privatkunden--Mainz_R0429855?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)