Job offer
Customer Service
The position involves providing comprehensive financial advice and support to individual and business clients at IBEX (Berner Kantonalbank) in the areas of finance, real estate, and retirement planning. As a financial coach, you will develop customized solutions and provide holistic support to clients as they work toward achieving their personal and professional goals.
Your tasks
- You will handle written, telephone, and electronic correspondence and provide expert assistance to private individuals and businesspeople on all questions and topics related to their matters, systems, and forms.
- You will assist with customer management.
- As a knowledgeable point of contact and first-level support specialist for IBEX’s delegated solutions, you empower tradespeople and customers to serve their own clients.
- In addition, you will assist with providing guidance on career choices or the development of department-specific construction projects.
- You will also empower customers and clients to solve problems and identify opportunities for growth that reflect their specific financing needs.
- You will provide comprehensive support in collaborating with our regional offices and branches, as well as in overseeing the process related to our products and services.
- As a financial coach, you work closely with your clients and support them in meeting their specific professional and personal needs.
- This is how you support our regional supply system through personalized solutions—for example, in the areas of social services and resources.
- In doing so, you'll actively contribute to the rewarding role of a financial advisor in both the professional and social spheres.
- You take the needs of your customers into account and put together a customized mix of products and services for each of them.
We take a more forward-thinking approach to customer service
- We serve as guides and mentors for our customers and support them along the way.
- Through our consulting services, we support you with finances, real estate, retirement planning, and inheritance matters, helping you achieve your visions and goals, and we listen to our clients.
Job details