Consultant customer zone

Tasks

• The representative role as an advisor in the customer center takes care of customers at the counter desk (deposits / withdrawals, changes) and supports the processing of complex requests (e.g. credit and trade financing) with the necessary main and additional tasks.
• You are very familiar with the basic functions in banking, e.g. in the area of finance, invoicing, new designs and looking after team customers.
• You maintain customer contact via the digital self-service channels, where you forward the appropriate digital self-service offers accordingly.
• You are able to recognize the potential of customers and pass it on to the appropriate internal departments.
• You ensure that the document status is always maintained and that requested documents such as account and custody account statements, etc. are forwarded in a timely manner.
• You ensure that customer relationships and customer service are maintained.

Requirements

• This function is performed on a job-sharing basis.
• You have a degree, preferably in one of the following areas: Banking, Business Administration or another business degree with a completed basic banking training.
• You know the core topics of the products and services in the basic service spectrum.
• Another day for you is when you can work in a team with our customers in the consultation room.
• Teamwork is just as important to you as working independently.

Total remuneration and fringe benefits

• Competitive total remuneration
• Further training and career opportunities in an open and dynamic working environment
• Discounts on banking transactions and much more
• Free Halitab subscription from SBB