Private Customer Consultant

In our private customer consulting centres across Germany, we combine modern, digital, and hybrid working environments with personalised advice for our customers. As a Private Customer Consultant, you will advise our private customers according to their needs through digital media (telephone, video consultation, co-browsing, and email) on topics such as accounts, service, personal loans, and precautionary products. Your responsibilities: Provide demand-driven advice to private customers through digital channels Take responsibility for a pool of customers with your experience and seniority, acquire new customers for the digital, omnichannel private customer segment, and continuously develop customer relationships Identify needs through the use of standardised consulting processes and refer customers to specialised areas outside your own competence Convincingly arrange telephone appointments and conduct high-quality, goal-oriented consulting conversations Actively contribute to the team, promote the consulting performance of your colleagues, and pass on your expertise in a motivating way Support RBC executives in the induction of new employees and take on deputy tasks in daily control Requirements: Banking merchant training or comparable qualification, certified as an investment advisor, and able to provide evidence through a suitable document Specialised expertise in digital consulting and sales of personal loans (including hedging) and precautionary products, supplemented by comprehensive knowledge of the entire private customer product range Professional use of digital media (telephony, video consultation, screen sharing) and secure, efficient use of the omnichannel-enabled workstation In-depth competence in personal loans, IDD-certified, and reliable fulfilment of all regulatory requirements and quality standards in credit and precautionary business Profound know-how in financing and precautionary areas, continuously developing your specialist, sales, process, and digitalisation knowledge Confident, routine, friendly, and competent demeanour, with pronounced sales skills and convincing customer orientation Openness to new technologies and use of digital applications, including AI-supported tools, to support your daily work Benefits: Emotional balance: offers such as counselling in difficult life situations and offers to promote mental health Physical fitness: offers such as extensive check-up examinations, vaccination offers, and counselling on healthy living Social networking: offers such as support through the pme family service, fitness centre job, flexible working time models, and an extensive culture of diversity, equal opportunities, and participation Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bicycle, or Germany ticket Job Data by YubHub .