About
Postbank Filialvertrieb AG advises the 12.5 million Postbank customers nationwide on financial services and non-banking products, e.g. post services. Particular emphasis is placed on advice and collegial exchange on an equal footing.
Your Tasks
•Independent advice and needs-oriented sales of financial and investment products with a focus on advice-intensive securities business across all risk classes
•Generating leads for the regional managers of PB Finanzberatung and the brokers of PB Immobilien
•Active cooperation with all functions in the branch/market area
•Professional development and active maintenance of valuable customer relationships, including telephone customer contact to arrange appointments
•Responsibility for the customer potential of several branches and close professional cooperation with the branch teams there
•Maintaining a high quality of service according to the principles of customer-oriented sales, while observing regulatory and internal company requirements and processes
Your Profile
Professional requirements:
•Completed commercial training, ideally as a bank clerk (Bankkaufmann/-frau), and several years of relevant professional experience
•High service competence and resilience in everyday work, as well as openness to rapidly changing conditions
•Proof of expertise according to the Employee Notification Regulation (WpHGMaAnzV) or willingness to acquire this before starting employment
•Proof of expertise according to the EU Insurance Distribution Directive (EU-VRR)
•You use AI-supported applications in a targeted way to identify customer needs more efficiently, optimize workflows, and continuously improve advisory quality. You act responsibly, critically evaluate AI results, and ensure safe handling of data
Personal requirements:
•Enjoyment of selling
•Interest in the capital market
•Friendly, confident, and likeable demeanor
•Team spirit, commitment, and high willingness to perform
•Sales talent and enjoyment of working with people
•Willingness to take on fixed advisory days with presence in the assigned branches (travel required)
What We Offer
A wide range of benefits covering all your professional and personal needs:
•Emotionally balanced: counseling in difficult life situations and offers to promote mental health
•Physically fit: comprehensive check-up examinations, vaccination offers, and advice on healthy living
•Socially connected: support through the pme Familienservice, FitnessCenter Job, flexible working time models (e.g. part-time, job tandem, hybrid working), and a comprehensive culture of diversity, equal opportunity, and participation
•Financially secure: pension contribution plans, banking services for employees, company bicycle, or the Deutschlandticket
Benefits vary slightly by location; for specific questions, please contact your recruiter.
The position is offered both full-time and part-time.
For questions about the recruitment process, Bianka Henning is available. Contact: Telephone 0228-920-32222.
