Job offer

Customer Service Representative, Financing, 80–100%

Clientis Sparcassa 1816 is seeking a Customer Advisor in the Financing division in Wädenswil, with a work load of 80–100%. The position involves providing comprehensive support and advice to regional clients, reviewing financing applications, and actively monitoring loans.

Your tasks

  • Comprehensive support and advice for our regional clients in the area of financing
  • Acquisition and expansion of a diversified client portfolio, as well as the development of new client relationships
  • Review of Funding Applications
  • Preparation of loan applications and property appraisals
  • Active credit monitoring and implementation of the industry's margin call requirements; in particular, developing and executing margin calls in coordination with other departments

You bring

  • a completed business apprenticeship in the banking industry
  • Experience in customer service and a good understanding of financing
  • Ability to quickly adapt to new topics or target audiences, as well as new products and services, and to offer customers appropriate solutions
  • Exceptional customer focus, a love of thinking and communicating
  • Identification and the ability to work independently and in a structured manner
  • Enjoys interacting with clients, whether over the phone or during visits to clients
  • Analytical thinking/workaholic mentality within the team, reliability, and motivation
  • Commitment and team spirit (training, development, and qualifications); in general, you should ideally have completed business training in the banking industry
  • Durable, flexible, and reliable

We offer

  • A personalized introduction to the field of work, including appropriate training and orientation into your specific areas of responsibility
  • Diverse and customer-focused responsibilities
  • Close collaboration within the team, as well as with internal units and other departments
  • Opportunity to leverage your customer-focused mindset and fair business practices
  • modern workstations equipped with the appropriate technical aids
  • Attractive employment terms with good benefits
  • Ongoing training and professional development
  • You'll enjoy the benefits of a smaller organization with flat management structures and a personal work environment
  • Additional responsibilities, such as participating in company parties or events, are expected. Compensation based on qualifications is provided to those who are fully committed to their profession, even during various stages of their career.

Job details

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