Description
In our private customer consulting centres across Germany, we combine modern, digital, and hybrid working environments with personalised advice for our customers.
We are looking for a Private Customer Consultant to join our team in Nürnberg. As a consultant, you will advise our private customers on various banking topics, including accounts, services, personal loans, and precautionary products, using digital media such as telephone, video consultation, and email.
Your Responsibilities:
- Provide demand-driven advice to private customers on digital channels
- Take responsibility for a pool of customers, acquire new customers for the digital private customer segment, and continuously develop customer relationships
- Identify needs through standardised consulting processes and refer customers to specialised areas when necessary
- Conduct high-quality consultations over the phone and achieve sales targets
- Actively contribute to the team, promote colleagues' consulting performance, and share your expertise
- Support team leaders with the induction of new employees and take on deputy tasks in daily control
Your Skills and Experience:
- You have completed a commercial banking apprenticeship or equivalent qualification
- You hold a certified certificate as an investment advisor (stored in Workday) or ensure certification before starting consulting activities
- You have particular expertise in digital consulting and sales of personal loans (including hedging) and precautionary products
- You have comprehensive knowledge of the entire private customer product range
- You master the professional use of digital media and utilise the possibilities of the omnichannel-enabled workplace safely and efficiently
- You have profound competence in personal loans, are IDD-certified, and reliably fulfil 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 digitalisation knowledge
- You appear confident, routine, friendly, and competent, and you have pronounced sales skills and high customer orientation
- You are open to new technologies and use digital applications, including AI-supported tools, to support your daily work
What We Offer:
- A wide range of benefits covering your professional and personal needs
- Emotional balance: offers such as counselling in difficult life situations and mental health promotion
- Physical fitness: extensive 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 bicycle, 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.