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Customer Advisor Private Customers Individual (w/m/d)

Raiffeisen Schweiz

Employment type
Full-time
Location
Ebikon
First posted
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Become part of our team!

For Raiffeisenbank Luzern, a successful and locally oriented bank with branches in Luzern, Ebikon, Root and Littau, we are looking for a personality as a customer advisor for private customers individual.

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What can you expect? ##

  • Comprehensive, needs-based consulting for our customers on all credit issues in the mortgage area as well as on the topic of investments.
  • Consulting our customers on questions of provision, insurance, pension and taxes
  • Identifying and exploiting customer potential through active and continuous care of the personal customer portfolio
  • Developing needs-based solutions that take into account the individual needs, wishes, goals and life situation of the customers, as well as within the framework of the segment-specific product range
  • Expanding the existing customer base through targeted acquisition of new customers
  • Collaboration on market development measures and performing representative tasks

What do you bring? ##

  • Completed banking training or comparable training
  • Experience in the areas of credit consulting (mortgages) and investment consulting
  • Further education in banking or finance
  • Enjoyment of customer contact and communication with our customers on all channels
  • Pronounced customer- and service-oriented thinking and acting
  • Independent and responsible working method
  • You are initiative, open, flexible and humorous

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Posted 7 weeks ago

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