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 across various locations. We live a contemporary and modern working and advisory environment, consistently align with our customers' needs, and are among 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 services of the future.
We are 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 our private customers according to their needs via digital media (phone, video consultation, co-browsing and e-mail) on topics such as accounts, service, personal loans and pension/provision products.
•You take responsibility, with your experience and seniority, within the team for managing a customer pool, winning customers for the digital, omnichannel-based private customer segment, and continuously developing customer relationships.
•You identify needs through the use of standardized advisory processes (e.g. FinanzCheck) and refer customers to specialist areas for topics outside your own competence in a qualified manner.
•You are convincing in arranging appointments by phone and conduct closing-oriented, high-quality advisory conversations.
•You actively contribute to the team, promote the advisory performance of your colleagues, and share your expertise in a motivating way.
•You support RBC managers in onboarding new employees and take on deputizing tasks in daily management.
Your Skills and Experience
•You have completed banking vocational training or a comparable qualification, and you hold a certified qualification as an investment advisor, which you can prove with a suitable document, or you ensure that the certification is completed before starting advisory work.
•You bring particular expertise in digital advisory as well as in the sales of personal loans (including protection) and pension/provision products, complemented by comprehensive knowledge of the entire private customer product range.
•You master the professional use of digital media (telephony, video consultation, screen-sharing) and use the possibilities of the omnichannel-capable workplace securely and efficiently.
•You have solid competence in the area of personal loans, are IDD-certified, and reliably meet all regulatory requirements and quality standards in the lending and pension/provision business.
•You have deep know-how in the financing and pension/provision area and continuously develop your expertise in sales, process and digitalization knowledge.
•You present yourself confidently, routinely, friendly and competently, you also have pronounced sales skills and convince through a high level of customer orientation.
•You actively use AI to identify sales and optimization potential, apply new use cases in everyday advisory work, and share your experiences with the team. In doing so, you act responsibly, critically evaluate AI results, and ensure secure handling of data.
What We Offer
We offer a wide range of benefits that cover 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 work 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 through the pme family service, 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, a company bike or the Deutschlandticket, and use exclusive employee conditions and individual advice from the staff bank.
Benefits vary slightly depending on 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 available to help. Contact Ahmet Deniz: +49 69 910-45237
