Client advisor:in Private clients

Job description

Customer Advisor: Private Customers 80% - 100% | Sales and Customer Service | Wädenswil | Experienced Professionals

Tasks

• 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
• 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 practice trainer

Requirements

• Completed commercial banking apprenticeship or equivalent training
• Several years of experience in advising on and selling basic financial products
• Enthusiasm for active customer advice and a strong affinity for digital channels
• Your communicative, trustworthy personality and confident manner are convincing in customer contact
• You are characterized by a strong 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 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, etc.)