Job offer

Corporate client advisor:in direct bank

We are looking for a motivated individual to fill the position of Corporate Customer Advisor: Direct Bank, who will act as a sparring partner for SMEs and provide support in all private matters relating to entrepreneurs. The position offers exciting and varied work in an agile team with many opportunities for creativity and further training.

Job description

Corporate client advisor:in direct bank

Job details

  • 80% - 100%
  • Direct bank / service center, sales, and customer service
  • Zurich
  • Experienced professional

Tasks

  • Provision of telephone and personal consultations for both corporate clients (corporate and real estate financing, money transfers, investments, pensions) and for the private concerns of entrepreneurs (real estate financing, investments, pensions)
  • Reviewing, applying for and approving financing (including mortgages, leasing and loans) and monitoring credit exposures
  • Active identification of needs and potential, as well as structured recognition and exploitation of potential with the help of our digital consulting platform

Requirements

  • Banking apprenticeship or equivalent training with relevant banking experience
  • Higher further education or in training for this purpose (HF specialist certificate, Bachelor's degree or comparable degree in business administration / banking and finance)
  • Several years of experience in financing and investment business
  • Enthusiastic about ideas and challenges from corporate clients
  • Communicative personality with experience in advising customers over the phone and in face-to-face meetings
  • Very good knowledge of German and English, other languages an advantage

We offer

  • Exciting and varied work in an agile and lively team
  • Our way of working is self-determined - this entails responsibility, offers creative opportunities and freedom
  • We invest a lot in our employees and offer individual training opportunities
  • A centrally located workplace in the lively Kreis 5 district (near Hardbrücke station) as well as the opportunity to work at one of the external locations on certain days
  • Various events and internal networks offer you the opportunity to network quickly
  • Attractive overall package, which offers many benefits and perks in addition to an attractive basic salary and variable remuneration - from A for pension scheme to Z for zoo tickets

Job details

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