Customer Service Representative

General information

• Employment rate: 100%
• Place of work: Colombier, NE, 2013
• Work Location / Department: Colombier / Customer Service Center and Retail Banking, and our business partners
• Start date: immediately or to be determined

Tâches principales

• Respond to requests for account statements and combined reports for the bank's accounts, as well as to our customers' financial questions, by phone, email, and at our teller windows. (b-anking, Twint, etc.)
• Process cash and check deposits and withdrawals for our clients (individuals and businesses), as well as specific account transactions.
• Perform various administrative tasks related to accounts. (e.g., joint accounts, signature verification and submission, e-banking activation, etc.)
• Advise on and recommend our range of portfolios
• Identify, retain, and nurture private clients in the region, particularly for the following activities: accounts, investments, life insurance, third-pillar retirement plans, mortgages, flexible investment plans, and stocks.
• Actively seek out and propose commercial insurance and investment opportunities, and manage our professional partners
• Promote the bank's products
• Provide services to individuals related to our product line, including: investments not linked to the third pillar, stocks, bonds, accounts, and mortgages

Compétences et aptitudes professionnelles

• Training in the field of business (CFC in Business Administration or equivalent)
• Banking experience or experience in a comparable industry
• Clear interest in consulting and sales
• Skills in oral and written communication
• Proficiency in French and German (C1 or B2 level required)
• Excellent proficiency in Excel and common computer software
• Fundamentals of the Financial World
• Category B driver's license and personal vehicle

Qualités personnelles

• Enthusiasm (driven by passion) and a sense of teamwork
• A positive, solution-oriented attitude
• Priorities and organization
• Motivation and a results-oriented approach to getting things done
• Excellent customer service skills
• A willingness to learn and grow

Nous offerrons

• Personalized services and group activities tailored to your preferences
• Comprehensive insurance coverage and a third pillar
• Social benefits and perks offered based on length of service
• A varied job in a dynamic work environment
• A small, intimate establishment
• Teamwork in a collaborative and creative environment