Kundenberater D (d/m/w) Standort Nürnberg 1
On-siteNürnberg, Bavaria, Germany
Job Summary
Advise customers on basic financial services and sell Postbank products using a systematic consulting process without securities products. Identify cross-selling opportunities across the product spectrum and secure high consulting and service quality using provided tools like the Financial Compass. Actively build and maintain customer relationships while processing leads in the consulting system. Acquire appointments by phone within the existing customer base and conduct pre- and post-sales activities. Collaborate closely with colleagues in the branch and market area to achieve sales targets. Requires a completed commercial training (e.g., Bank Clerk) with solid product and sales experience in financial services, including the EU Intermediation Directive qualification. Full-time and part-time positions available.
Required Qualifications
- abgeschlossene kaufmännische Ausbildung (z. B. Bankkaufmann / Bankauffrau)
- fundierte Produkt- und Vertriebserfahrung in Finanzdienstleistungen
- Sachkundenachweis gemäß EU-Vermittlerrichtlinie (EU-VRR)
- Vertriebsziele umsetzen
Desired Qualifications
- eignen sich neue Systeme zügig an
- kunden- und vertriebsorientiert
- eigenmotiviert
- Ziele konsequent und verantwortungsvoll verfolgen
- analytisch denken
- neue Inhalte schnell erfassen
- klar und verbindlich kommunizieren
- eng im Team arbeiten
- verlässliche, professionelle Arbeitsweise bringen
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