Private and business customer advisor (a)

Job description

Tasks

• You enjoy advising and supporting your customers in the financing, pension and investment business.
• You assist them with the financing of their properties (mortgages, building loans, rental and subsequent tenancy agreements), plan credit and refinancing and individual investment solutions.
• Together with experts, you show your customers possible solutions.
• Of course, we are also delighted when you succeed in winning new customers for AKB.

Requirements

• You have completed your banking-related basic training with a vocational baccalaureate or an apprenticeship with a vocational baccalaureate (e.g. commercial apprenticeship, apprenticeship specializing in banking & finance or financial specialist).
• You have knowledge of the financing, pension and investment business and are ideally positioned as an advisor in private banking to demonstrate your skills.
• You like to demonstrate responsibility and have an affinity for working on specialist topics.
• A successful day for you is when you can maintain a lively exchange with our customers, whether in the office, on the phone or at other locations within the scope of our Work Smart opportunities.
• You actively support teamwork, be it with an independent and solution-oriented way of working.
• Ideally, you already feel at home in the Wettingen region.

We offer

• Competitive total remuneration
• Further education scholarships
• Discounts on banking services and Rea money
• Free SBB Half-Fare travelcard