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Deutsche Bank

Finances businesses and manages personal wealth

Spezialist Bankenberatung

Retail & Commercial BankingPosted on Nov 11
Full-timeHamburg, GermanyIn-person

About the Job

Requirements

  • A completed commercial vocational qualification, ideally as a bank clerk, or several years of professional experience, preferably in customer advisory services or sales.
  • Sales orientation and interest in financial topics and economic relationships; candidates from other fields are welcome if they enjoy working with people and have an interest in advising and selling.
  • The EU Insurance Mediation Directive (EU-VRR) competence certificate and confidence using digital applications, or the ability to learn new systems quickly.
  • Strong customer and service orientation, initiative, and an engaged approach to teamwork.
  • Resilience, reliable and professional work practices, and willingness to adapt to changing conditions and new technologies.
  • Business-fluent German; additional language skills are welcome but not required.
  • Ability to use AI-supported applications and digital tools to prepare, conduct, and follow up on customer activities, critically assess AI results, and handle data safely.

Responsibilities

  • Independently advise customers on financial products according to their needs and take responsibility for serving customers in the branch.
  • Identify and use cross-selling opportunities beyond the employee’s own product range.
  • Use the provided advisory tools and follow relevant requirements in customer interactions to maintain high advisory and service quality.
  • Build and continuously develop customer relationships through in-person and telephone contact, and handle customer inquiries and sales leads.
  • Organize the workday independently, arrange appointments with the existing customer base, and carry out pre- and after-sales activities.
  • Work with branch colleagues and specialized advisory units to identify further advisory opportunities and contribute to achieving sales targets.

Desired Qualifications

  • Additional language skills.
  • Prior experience in customer advisory services or sales.
  • A commercial vocational qualification, ideally as a bank clerk.

About the Company

Deutsche Bank

Finances businesses and manages personal wealth

Deutsche Bank finances companies, governments and individuals through a global banking network rooted in Germany and spanning major financial markets. Its investment bank focuses on bonds and currencies, alongside advice on mergers and raising capital, while its private bank handles household banking and wealth management. Businesses use its cash management, trade finance and lending services to move money and fund operations, and the group manages investment funds through DWS. It earns money from loan interest, transaction and investment fees, and trading activity. Deutsche Bank traces its founding to 1870 and is headquartered in Frankfurt am Main, Germany.

Company size
10,001+
Company stage
IPO
Headquarters
Frankfurt, Germany
Founded
1870

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