DB

Spezialist (d/m/w) Bankberatung, Filiale Heidelberg

In short

Customer advisor role at Postbank Filialvertrieb AG's Heidelberg branch, providing needs-based advice to retail banking customers on financial and non-banking products. The job involves building customer relationships through personal and phone contact, and working closely with the branch team. It requires commercial/banking training or several years of sales/customer advisory experience, with career changers also welcome; openness to using AI-supported tools in daily work is expected. Offered as a permanent position, full-time or part-time.

About us
Postbank Filialvertrieb AG advises the 12.5 million customers of Postbank nationwide on financial services and non-banking products, e.g. post services. We place particular value on advice and collegial exchange on an equal footing.
Your tasks
•As a customer advisor (d/m/w), you independently take on needs-based advice on our broad range of financial products
•You build sustainable customer relationships through personal conversations and telephone contact
•You take responsibility for customer care in your branch
•You work closely and trustfully with your branch team
•You organize your working day independently and are a competent point of contact for your customers on all financial topics
Your profile
•Sales talent with enjoyment of working with people from the most diverse backgrounds
•Successful commercial training – ideally as a bank clerk (Bankkaufmann/-kauffrau) – or several years of professional experience, ideally in customer advisory or sales
•Career changers who enjoy dealing with people are welcome
•High service competence and resilience in everyday work, as well as openness to rapidly changing conditions
•High interest in financial topics and economic contexts
•You use AI-supported applications and digital tools purposefully to prepare, carry out and follow up your customer activities, and bring openness to new technologies. You act responsibly, critically evaluate AI results, and ensure secure handling of data
Your benefits
•A secure, permanent and responsible job in a motivated/dynamic and helpful team awaits you
•You benefit from a good salary, Christmas and holiday pay, as well as attractive performance-related compensation
•Our collective agreement offers you a 38.5-hour week for a balanced work-life balance
•Part-time employment is possible by arrangement
•As Postbank Filialvertrieb AG, we have been recognized by berufundfamilie gGmbH for our family-conscious personnel policy
•We offer clear career paths and diverse development opportunities – for example as a specialist (d/m/w) or manager. What counts for us is your ability – not an academic title
What we offer
A broad range of benefits covering your professional and personal needs:
•Emotionally balanced: offers such as counseling in difficult life situations and mental health support
•Physically fit: offers such as extensive check-up examinations, vaccination offers, and advice on a healthy lifestyle
•Socially connected: support through pme Familienservice, the FitnessCenter Job, flexible working time models (e.g. part-time or job tandem), and a broad culture of diversity, equal opportunity and participation
•Financially secure: offers such as retirement savings contribution plans, banking services for employees, company bicycle, or the Deutschlandticket
Benefits vary slightly by location; please contact your recruiter with specific questions.
Further information
The position is offered full-time and part-time.
Deutsche Bank AG · Bianka Henning · Deutsche Bank Human Resources

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