Job offer

Client advisor:in Private clients

The position as a customer advisor for private customers at Zürcher Kantonalbank in Zumikon involves advising and supporting private customers, acquiring new customers and providing service and advisory services. The position offers a varied job in a committed team with development opportunities and attractive fringe benefits.

Job description

Your tasks - design more

  • Ensures an inspiring customer experience as a brand ambassador and is the first competent point of contact for all customer inquiries
  • Provides support on digital channels, accompanies and empowers customers to self-service and provides comprehensive service and advice
  • Contributes to customer acquisition, potential identification, customer development and customer referral
  • Accompanies our apprentices in the role of practical trainer
  • Conducts feedback discussions with employees at the location on operational (specialist) topics
  • Ensures the operational implementation of sales management
  • Performs regulatory tasks and ensures the implementation of directives
  • Coordinates customer appointments at the location and ensures capacity utilization in the team

Your profile - bring more

  • Completed commercial banking apprenticeship or equivalent training
  • Several years of experience in advising and selling financial and basic products
  • Enjoy actively advising customers and have an affinity for digital channels
  • Your communicative, trustworthy manner and confident demeanor will benefit you in customer contact
  • You score points with your high acquisition, sales and service orientation

Our offer - get more

  • Passionate and committed team with a lot of experience and open to new ideas - our success lies in teamwork
  • Varied work with exciting and challenging customers with lots of potential
  • As an employer, your career is important to us, which is why we support and accompany you on your way
  • Attractive overall package with interesting fringe benefits and employee discounts (public transport, sports, leisure, childcare, health insurance and much more)

Job details

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