Client advisor:in Private clients

Job description

Customer Advisor: Private Customers, 80% - 100% | Sales and Customer Service | Uster | Experienced

Your tasks

• 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
• Handling cash transactions, currency exchange, and precious metal transactions, as well as managing ATMs, recyclers, and safe deposit boxes
• Option to take on the role of practical trainer

Your profile

• Completed commercial banking apprenticeship (EFZ) or equivalent training as offered by CWP or other recognized institutes
• Several years of practical experience in advising on 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
• Support flexibility at other locations

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 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
• Attractive overall package with interesting fringe benefits and employee discounts (public transport, sports, leisure, childcare, health insurance and much more)