Customer Advisor Private Clients Individual
- Employment type
- Full-time
- Location
- Ebikon
- Company
- Raiffeisenbank Luzern, Zentralstrasse 28, 6030 Ebikon
- First posted
Customer Advisor Private Clients Individual (m/f/d)
For Raiffeisenbank Luzern, a successful and locally oriented bank with branches in Luzern, Ebikon, Root and Littau, we are looking for a personality as Customer Advisor Private Clients Individual.
Customer Advisor Private Clients Individual (m/f/d)
What awaits you?
Comprehensive, needs-oriented advice for our customers in all credit matters in the mortgage sector as well as on the topic of investments.
Advice for our customers on questions of pension, security, retirement and taxes
Recognizing and exploiting customer potential through active and continuous management of the personal customer portfolio
Development of needs-based solutions taking 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
Expansion of the existing customer base through targeted acquisition of new customers
Participation in market development measures and performance of representative tasks
What do you bring with you?
Completed banking training or comparable training
Experience in the areas of credit advice (mortgages) and investment advice
Further training in banking or finance
Enjoyment of customer contact and communication with our customers on all channels
Strong customer- and service-oriented thinking and acting
Independent and responsible way of working
You are proactive, open, flexible and humorous
We maintain a family-like environment
The cooperative values are our pillars: Together. For each other. They shape our cooperation and our interaction with one another. The Du-culture creates personal closeness and equality across all functional levels.
We make «living healthy & working» a program
With our holistic offer «living healthy & working» we support our employees in finding and maintaining a healthy balance between professional and private life in the long term.
We promote personal and professional development
Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees in a targeted manner – with a diverse internal educational offer as well as a cost contribution for external further training.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages on bank products, various shopping discounts with third parties as well as above-average pension benefits.
Do you have questions?
For content-related questions regarding the position:
Head of PKI Team Rontal
Telephone Direct
For questions regarding the application process:
Eder
Head of HRM
Write E-Mail (<>)
We look forward to your online application
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Posted 5 days ago