Job offer

Client advisor:in Private clients

The position as Private Customer Advisor in Hinwil involves advising private customers on finance, savings, investments, and pensions, as well as taking on responsibility for the branch. The position requires a completed commercial banking apprenticeship and experience in customer advisory services and the sale of financial products.

Job description

Client advisor:in Private clients

Tasks

  • Location responsibility for the Hinwil branch
  • Welcoming our customers in the customer hall
  • Determining needs, taking into account individual wishes and goals and recognizing potential
  • Advising private clients in the areas of payments, savings, investments and pensions
  • Accompanying our customers into the digital world
  • Arranging appointments and conducting holistic consultations
  • 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
  • Activity as a practical trainer

Requirements

  • Completed commercial banking apprenticeship or equivalent training
  • At least 3 years of experience in advising on and selling basic financial products
  • Enjoy actively advising customers and have an affinity for digital channels
  • Your communicative, trustworthy manner and confident demeanor are appreciated
  • You work independently and enjoy taking on responsibility.
  • You score points with your high acquisition, sales and service orientation

Our 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 by working at different locations
  • 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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