Junior Customer Service Representative for Private Clients (60–100%)

Junior Customer Service Representative for Private Clients (60–100%)

Are you looking to take the next step after completing your banking training and further your career in customer service?

Your area of responsibility

• You'll assist our customers with questions about payments, savings, retirement planning, and finances
• Together with the team, you’ll manage your own client portfolios and gradually develop into an independent consultant.
• You identify needs and find appropriate solutions and services
• You will build relationships with our clients and represent our bank to them
• You are constantly expanding your expertise—particularly in the areas of investments, retirement planning, and financing

What you bring with you

• Completed banking apprenticeship or comparable training
• Enjoyment of direct contact with people
• Interest in finance and personal financial advice
• Motivation, flexibility, and a willingness to take on challenges
• Openness, friendliness, and a desire to help you build a network in our region

Skills & Experience

• Several years of experience in banking and customer consulting
• Persuasiveness and Communication Skills
• Teamwork and a solution-oriented approach
• Experience with the Finova banking software

Languages

• German (spoken/written)
• English (spoken/written)

Your benefits

• 5–6 weeks of vacation
• Optional Purchase of Vacation Weeks and Overtime Leave
• Generous support for external professional development
• Autonomy in time management
• opportunities to participate
• Personal insurance and, in some cases, accident and PBU insurance
• Comprehensive Employee Benefits
• Ongoing training and support for products and services
• Seats with a view
• Sabbatical for All Employees
• Swisscom Mobile Plans for Personal Use
• Funding for PK: 60% from the employer and 40% from the pension fund
• Active Investment Strategy and Estate Planning