Customer Advisor: Private Clients

80% - 100% | Sales and Customer Advisory | Dietikon | Experienced professionals

Our team in the Dietikon, Altstetten and Schlieren branches has high standards for top-tier advisory for our clientele. With this, we want to make a significant contribution to being perceived by our customers as their "close bank" for a lifetime and allowing sustainable relationships to develop. In this way, we live the values of Zürcher Kantonalbank in everything we do: impulsive, responsible and passionate!

Your tasks

• Receiving our clientele in the banking hall
• Determining needs by including individual wishes and goals as well as recognizing potential
• Accompanying our clientele into the digital world
• Conducting holistic advisory meetings 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 safe deposit facilities
• Option to take over the activity as a practical trainer

Your profile

• Completed commercial banking apprenticeship (EFZ) or equivalent banking specialist training, such as those offered by CYP or other recognized institutes
• Several years of professional experience in the advisory and sale of financial and basic products in a bank
• Enjoyment of active customer advisory and affinity for digital channels
• Confident appearance in customer contact through a communicative and trustworthy manner
• High acquisition, sales and service orientation
• Flexibility to support at other locations

Our offer

• Passionate and committed team with much experience and open to new things - our success lies in teamwork
• Varied activity with exciting and challenging clientele with much potential
• Diverse opportunities to develop yourself personally and professionally
• Your career is important to us as an employer and therefore we promote and accompany you on your way
• Comprehensive overall package which, in addition to the attractive basic salary and a variable remuneration, offers many benefits and discounts - from A as in retirement provision to Z as in ZVV-Bonuspass

Your contact

Vivien Däppen
is looking forward to helping you.
Telephone: 044 292 27 19