Customer Advisor: Private Clients
- Employment type
- Full-time
- Location
- Rüti
- First posted
80% - 100% | Sales and Customer Advisory | Rüti ZH | Experienced Professionals
Our team in the branches Rüti, Wald and Hinwil has a high standard for top-tier advisory for our clientele. With this, we want to make a significant contribution to being perceived by our customers as their "local bank" for a lifetime and enabling sustainable relationships to develop. This is how we live the values of Zürcher Kantonalbank in everything we do: impulsive, responsible and passionate!
Your tasks
• Receiving our clientele in the customer hall
• Determining needs by including individual wishes and goals as well as recognizing potential
• Accompanying our clientele into the digital world
• Conducting holistic advisory conversations with private female and male clients in the areas of numbers, saving, investing and pension planning
• Acquiring new clientele as well as recognizing and mediating further customer needs
• Processing cash transactions, currency exchange and precious metal transactions as well as managing ATMs, recyclers and safe systems
• Option to take on the activity as a practical trainer
Your profile
• Completed commercial banking apprenticeship or an equivalent training, such as that offered by CYP or other recognized institutes
• Several years of experience in the advisory and sale of financial and basic products
• Joy in active customer advisory and affinity for digital channels
• High flexibility and teamwork skills
• Confident appearance in customer contact through a communicative and trustworthy manner
• High sales and service orientation
Our offer
• Motivated, self-organized and upbeat team that is looking forward to meeting you
• We work in a "Du" culture and promote a supportive and appreciative atmosphere in the team
• Varied activity with exciting and challenging clientele with much potential
• Your career is important to us as an employer and therefore we promote and accompany you on your way
• Attractive overall package with interesting fringe benefits and employee discounts (public transport, sports, leisure, childcare, health insurance and much more)
Your contact
Vivien Däppen
friends to help you.
Telephone: 044 292 27 19
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Posted 1 week ago