Job offer
Customer Service Representative for Private Clients (80–100%)
Hypothekarbank Lenzburg is seeking a service-oriented and knowledgeable client advisor for private clients to join its dedicated team at its headquarters in Lenzburg. The role involves providing personalized advice to clients, preparing onboarding documents, and actively pursuing sales opportunities.
Job description
The position of Private Client Advisor is a full-time role (80–100% of full-time hours). As a service-oriented and competent professional, you will support the dedicated team at our headquarters in Lenzburg in delighting our clients with personalized advisory services.Tasks
The tasks include:- Preparing onboarding materials
- Actively capitalizing on sales opportunities
- Referral of potential customers to other customer segments
- Cash Management (ATM Management)
Requirements
The requirements for the position are:- Basic business training; banking experience is a plus
- Experience as a personal banking advisor
- Strong sales and customer focus
- Initiative and a willingness to perform
We offer
We offer:- Further training opportunities
- Uncomplicated "you" culture
- Quick decision-making process
- Suitable for returners
Job details
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