Job offer
Junior Customer Service Representative for Private Clients
Bank Thalwil Genossenschaft is seeking a junior client advisor (60–100%) to provide client advisory services to private clients. The position offers the opportunity to develop your skills in client advisory services and manage your own client portfolio, as well as an attractive work environment and various benefits.
Junior Customer Service Representative for Private Clients (60–100%)
Would you like to take the next step after completing your banking training and further develop your skills 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 portfolio and gradually develop into an independent consultant.
- You identify needs and find appropriate solutions and services
- You will develop existing and new client and banking relationships and represent our bank to our clients
- You will continue to develop your expertise in this field—particularly in the areas of investments, retirement planning, and finance
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, dedication, and personal growth
- Openness, a friendly demeanor, and a desire to help you build a network in our region
Skills & Experience
- Several years of experience in advising bank clients
- 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
- Mandatory and Voluntary Leave, Accrued Vacation, and Unpaid Leave
- Generous support for external continuing education (training workshop)
- Long-Term Takeover Guarantee
- Autonomy in time management
- Employee Stock Option Plan and partial accident and PBU insurance
- General Employment Conditions
- Free and unlimited product and service offers
- Vacationers staying in vacation rentals
- Meals from Reha-Check
- Sabbatical for All Employees
- Swisscom Mobile Plans for Personal Use
- Options: Pension Plan (60% employer, 40% employee), executive benefits, employee participation in the investment plan and investment strategy
- A wide variety of office furniture options with a sink in Thalwil
Job details
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