Client advisor:in Private clients

Job description

• Client advisor:in Private clients
• 80% - 100% | Sales and customer service | Wetzikon, Pfäffikon ZH and Bauma | Professional experience

Tasks

• Approaching our customers in the reception area, recognizing their potential and identifying their needs
• Arranging appointments by telephone and conducting holistic consultations
• Advising private customers and companies in the areas of payments (account and card range), savings, investments and pensions
• Accompanying our customers into the digital world
• Acquiring new customers and recognizing and communicating further customer needs
• 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
• Several years of experience in advising and selling basic financial products an advantage
• Enjoy actively advising customers and have an affinity for digital channels
• Flexibility and willingness for job rotation in the Wetzikon, Pfäffikon ZH and Bauma 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
• Varied work with exciting customer contacts
• Expand your network as you work at different locations
• You can make your contribution based on your strengths
• 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)