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Deutsche Bank

Finances businesses and manages personal wealth

Spezialist Bankberatung

Retail & Commercial BankingUpdated on Nov 11
Full-timeKonstanz, GermanyIn-person

About the Job

Requirements

  • Have completed commercial vocational training, ideally as a bank clerk, or have several years of professional experience, preferably in customer advisory or sales.
  • Demonstrate sales orientation and interest in financial topics and economic relationships; identify customer needs and advisory opportunities. Candidates from other professional fields are welcome if they enjoy working with people and are interested in advising and selling.
  • Hold the Certificate of Competence under the EU Insurance Mediation Directive (EU-VRR) and use digital applications confidently or learn new systems quickly.
  • Have strong customer and service orientation and be willing to engage with people from diverse backgrounds, work independently, and contribute to teamwork.
  • Demonstrate resilience, reliability, professionalism, and willingness to adapt to changing conditions and new technologies.
  • Have business-fluent German language skills. Additional language skills are welcome but not required.
  • Use AI-powered applications and digital tools purposefully to prepare, conduct, and follow up customer activities; critically assess AI results and handle data securely.

Responsibilities

  • Advise customers independently and according to their needs on financial products, and take responsibility for servicing 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 customer relationships through in-person and telephone contact, develop them continuously, and handle customer inquiries and sales leads.
  • Organize the workday independently, arrange appointments with the existing customer base, and carry out pre-sales and after-sales activities.
  • Work with branch colleagues and specialized advisory units to identify further advisory opportunities and contribute to achieving sales targets.

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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