Individual customer advisor

Job description

Tasks

• Manage, retain, and develop a portfolio of mortgage and investment clients
• Ensure follow-up on files (deadline management, CRM reporting, basic documentation, etc.)
• Négocier et argumenter autour des conditions financières
• Maintain the connection by organizing regular meetings with customers
• Renseigner sur les prestations bancaires en général et promouvoir les offres que proposes la banque

Requirements

Training and experience

• Commercial training completed by a higher diploma (economist banker, IAF or HEG), completed or in progress
• At least 2 years of experience in customer service, acquired in Switzerland

Language skills

• The French language
• Ideal command of English and/or German at B2 level

Personal characteristics

• Excellent relational aisance, developed commercial sense and real understanding of the client's needs
• Sens des responsabilités et esprit d'initiative
• Aptitude to work in a team, open-minded, with good quality of communication
• Good ability to present and represent the bank

We offer

• Des formations certifiantes et orientées métiers
• First-class social benefits and attractive working conditions
• Un travail varié dans une ambiance dynamique
• A pleasant, recently renovated workplace