Customer Advisor Sales Leasing

Job description

Tasks

• Acquisition of new customers and vendors, primarily in Eastern Switzerland
• Support of a small existing customer portfolio and individual cooperation partners
• Personal discussions with customers and clients
• Preparation of leasing offers, credit inquiries and qualitative and quantitative development of the customer portfolio
• Maintaining an active network with cooperation partners
• Cross-divisional marketing work (customer events, conferences and presentations, marketing campaigns, promotional activities, participation in trade fairs, etc.)
• Advising corporate clients and corporate clients of various sizes as well as client advisors of the cantonal banks and other partners in Eastern Switzerland
• Recording and evaluating the annual financial statements of our customers and clients
• Preparation and follow-up of customer meetings
• Ensuring the high quality of business transactions
• Independent development of needs-oriented solution proposals
• Independent and risk-conscious approval of smaller leasing requests
• Co-responsibility for the preparation of larger business loan applications
• Support in the conception of new consulting models, leasing offers, projects and campaigns

Requirements

• Completed banking training or equivalent basic training
• Completed further training (specialist certificate, HF, Bachelor's degree or comparable qualification)
• Several years of experience in the credit business and corresponding knowledge in the financial analysis of companies
• Experience in the active management of a client portfolio
• Above-average service orientation and team spirit as well as a high level of responsibility
• Affinity and pleasure in the structured acquisition of new customers in the corporate segment
• Entrepreneurial thinking, high negotiation skills
• Good communication skills and enjoyment of exchange and dialog with internal and external customers
• Very good manners and a trustworthy and winning personality

We offer

• High degree of independence and personal responsibility
• Varied, broad, exciting and dynamic area of responsibility
• Appreciation and support for employees in the context of continuous (further) development
• As an employer, your career is important to us, which is why we promote active further development
• Attractive additional benefits such as rewards and special conditions for banking transactions, support with public transport, supplementary insurance, pension benefits and much more