About the role
In the Beratungscenter (advisory centers) of Privatkundenbank Deutschland, we combine a modern, digital and hybrid working world with personal advice for our customers at various locations. We live a contemporary and modern way of working and advising, consistently aligning ourselves with our customers' needs, making us one of the most modern teams in private customer advisory.
Our customers value digital channels as much as personal exchange and expect competent, individual advice on all banking topics. You can bring in your strengths and actively help shape the advisory experience of the future.
That's why we're looking for you! Do you want flexible working hours and a secure employment relationship in a great team? Then join us!
Your tasks
•You advise private customers via digital channels on account, service and digitalization topics.
•You take on digital advisory and sales of personal loans and pension/provision products.
•You confidently handle appointment scheduling and sales-oriented advisory conversations.
•You present yourself competently, friendly and customer-oriented.
•You strengthen the team, share knowledge and support colleagues.
Your skills and experience
•You have a banking commercial apprenticeship (bankkaufmännische Ausbildung) or comparable qualification.
•You bring experience in digital private customer advisory – especially in the lending and pension/provision business.
•You are confident with digital media and the omnichannel-capable workplace.
•You structurally determine customer needs (e.g. via the FinanzCheck) and direct customers in a targeted way to the appropriate solutions or contact persons.
•You hold an IDD certification and bring the required regulatory assurance.
•You have strong communication and sales skills as well as a high degree of team orientation.
•You use AI-supported applications in a targeted way to recognize customer needs more efficiently, optimize workflows and continuously improve advisory quality. In doing so, you act responsibly, critically evaluate AI results and ensure safe handling of data.
What we offer
We offer a wide range of benefits covering all your professional and personal needs.
•Emotionally balanced: A positive attitude helps us master the challenges of everyday life – professionally and privately. Benefit from offers such as counseling in difficult life situations and offers to promote mental health.
•Physically fit: With offers to maintain your personal health and a supportive professional environment, the bank helps you stay physically fit. Benefit from offers such as comprehensive check-up examinations, vaccination offers and advice on healthy living.
•Socially connected: Exchange with others opens up new perspectives, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offers such as support from the pme Familienservice, the FitnessCenter Job, flexible working time models (e.g. part-time, job tandem, hybrid working) as well as programs to promote diversity, equal opportunity and participation.
•Financially secure: The bank secures you not only during your active career but also financially for the future, and supports your flexibility and mobility – whether private or professional. Benefit from offers such as pension contribution plans, banking services for employees, company bike or the Deutschlandticket, and use exclusive employee conditions and individual advice from the employee bank.
Since benefits vary slightly by location, please contact your recruiter for specific questions.
The position is offered full-time and part-time.
For questions about the recruitment process, Ahmet Deniz is happy to help.
Contact Ahmet Deniz: +49 69 910-45237
