Client advisor:in Private clients

Job description

Tasks

• Approaching our customers in the reception area, recognizing their potential and identifying their needs
• Arranging appointments by telephone and conducting holistic consultations
• Beraten von Privatkunden und Privatkunden in den Bereichen Zahlen (Konto- und Kartensortiment), Sparen, Anlagen und Vorsorge
• Accompanying our customers into the digital world
• Acquiring new customers and new clients as well as recognizing and communicating further customer needs
• Activity as a practical trainer
• Processing cash transactions, currency exchange and precious metal transactions as well as managing ATMs, recyclers and safe facilities

Requirements

• Completed commercial education or equivalent training
• Mehrjährige Erfahrung in der Beratung und im Verkauf von Finanz-Basiprodukten
• Enjoy actively advising customers and have an affinity for digital channels
• Flexibility and willingness for job rotation in the Uster and Egg ZH branches
• Your communicative, trustworthy manner and confident demeanor are appreciated
• You score points with your high acquisition, sales and service orientation

We offer

• Passionate and committed team with a lot of experience and open to new ideas - our success lies in teamwork
• Abwechselungsreiche Tätigkeit mit spannenden Kundenkontakten
• Expand your network as you work at different locations
• You can make your contribution based on your strengths and gain your first management experience through site responsibility
• As an employer, your career is important to us, which is why we support and accompany you on your way