Job offer

Client advisor:in Private clients

As a customer advisor for private customers at the personnel bank, you will independently support customers with their financial concerns and sell financial products. You will advise on topics such as accounts, investments, and pensions, and develop long-term customer relationships.

Job description

Customer Advisor: Private Clients, Personal Banking

Your tasks

  • Independently supporting and accompanying our customers—active and retired employees, including partners
  • Comprehensive advice on accounts and cards, investments, and retirement planning
  • Actively identifying and communicating further customer needs
  • Responding to all inquiries about our basic services by telephone or in person

Your profile

  • Completed commercial banking apprenticeship or equivalent training with relevant professional experience
  • Experience in advising and selling basic financial products
  • Affinity for digital channels
  • Enjoyment of active customer service and a focus on sales and service
  • Excellent manners, confident demeanor, and trustworthy personality

Our offer

  • We count on your ideas and offer you the freedom to contribute your ideas for the HR department of tomorrow.
  • A dedicated team that looks forward to working with you
  • Modern workplace at our central headquarters on Bahnhofstrasse with good transport connections
  • As an employer, your career is important to us, which is why we encourage and accompany you on your path and support you with many offers
  • Access to internal and external networks and mentoring programs (e.g. our Talent Community, Fondsfrauen membership, Netzwerk "Mensch" and others)

Job details

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