About the Role
In the advisory centers of Privatkundenbank Deutschland, we combine a modern, digital and hybrid working world with personal advice for our customers across various locations. We live a contemporary and modern working and advisory world, consistently aligning ourselves with our customers' needs, and count ourselves among the most modern teams in retail 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.
The position is offered as full-time and part-time.
Responsibilities
•You advise our customers according to their needs via digital media (phone, video consultation, co-browsing and email) on topics such as accounts, service, digitalization, and tap into the full standardized product range for our customers.
•Your expertise is digital advisory and sales of personal loans (including insurance coverage) as well as securities products, complemented by your knowledge of the entire retail customer product range.
•You have excellent skill in arranging appointments by phone and are experienced in conclusion-oriented customer advisory.
•You contribute significantly to team success through your strong sales and communication skills, complemented by your ambition.
•You promote the team's advisory performance through motivation and sharing your expertise with colleagues.
Skills and Experience
•You advise, with a lot of experience within the team, a customer pool with a focus on developing customers for the digital, omnichannel-supported retail customer segment.
•You are responsible for intensive, needs-based advisory and sales via digital media of banking products, especially advisory-intensive products such as consumer financing and securities products.
•You actively address every customer regarding digital services (e.g., online/mobile banking) and obtaining opt-in consent.
•You confidently use digital media (including telephony, video consultation, screen sharing) and consistently use all available tools of your omnichannel-capable workplace.
•You have your own competence for personal loans, are IDD and AnsFuG certified, and comply with the quality requirements in the credit and securities business along with the associated necessary regulatory requirements and approvals.
•You use standardized advisory processes (e.g., FinanzCheck) to identify customer needs and professionally hand over needs beyond your own competence.
•You have in-depth knowledge of financing and securities business and continuously develop your expertise, sales, process and digitalization know-how.
•You present yourself confidently, routinely, competently and friendly in advisory situations; you have strong sales skills and a high customer orientation.
•You use AI-supported applications purposefully to identify customer needs more efficiently, optimize workflows and continuously improve advisory quality. You act responsibly, critically evaluate AI results and ensure secure handling of data.
What We Offer
A broad range of benefits covering your professional and personal needs:
•Emotionally balanced: A positive attitude helps you master everyday challenges — professionally and privately. Benefits include counseling in difficult life situations and offers to support your mental health.
•Physically fit: Offers to maintain your personal health and a supportive work environment. Includes comprehensive check-ups, vaccination offers, and advice on healthy living.
•Socially connected: Exchange with others opens new perspectives and strengthens self-confidence and well-being. Includes support from the pme Familienservice, FitnessCenter Job, flexible working time models (e.g., part-time, job tandem, hybrid working), and programs promoting diversity, equal opportunity and participation.
•Financially secure: The bank secures you financially during your active career and for the future, and supports your flexibility and mobility — private or professional. Includes pension contribution plans, banking services for employees, company bike or Deutschlandticket, and exclusive employee conditions and individual advisory through the employee bank.
Benefits may vary slightly depending on location; please contact your recruiter for specific questions.
Contact for recruitment process questions: Ahmet Deniz, +49 69 910-45237
