Customer Advisor: Advisory Team with Own Portfolio
- Employment type
- Full-time
- Location
- Ruswil
- Company
- Luzerner Kantonalbank, 6017 Ruswil
- First posted
Customer Advisor: Advisory Team with Own Portfolio (f/m/d)
Does your heart beat for the satisfaction of your customers? Do you love accompanying people with your commitment and enthusiasm? Then we have the perfect task for you! To complement our team in Ruswil, we are looking for a winning, committed and competent personality for the advice and support of our spontaneous clientele. You will also manage your own customer portfolio.
In addition to exciting topics, you will find a motivated team and a modern working environment with us in which you can develop yourself. Short decision-making paths, openness to new ideas and a trusting cooperation characterize our culture. We look forward to you becoming part of our team!
Customer Advisor: Advisory Team with Own Portfolio (f/m/d)
Your job at a glance
What you achieve with us
Basic advice on topics such as account opening, account management, standardized investment transactions, pension products and cards
Planning and implementation of customer meetings (incl. liquidity planning, investments, pension and financing)
Expansion of your own customer portfolio with existing customers
Support and advice for our spontaneous clientele as well as triage to the specialist advisors
Contacting existing and new customers on your own initiative
Collaboration in the customer hall (reception, operation of self-service devices as well as during promotions)
What you bring with you
You have completed a banking apprenticeship, have current practical experience in advising private customers and very good knowledge of basic services.
You work very reliably and independently.
You are friendly, open, positive and service-oriented.
You like to actively approach people and feel comfortable in direct customer contact
You like to take on responsibility and look forward to your own customer portfolio
ideally you are already anchored in the market area around Ruswil.
Your advantages with us
More time for you
With us, cantonal and regional holidays are paid. In addition, sabbaticals and extra vacation days for years of service await you.
Flexible working
Choose an individual working model and schedule your working hours yourself.
Family-friendly
Benefit from generous maternity or paternity leave as well as additional family allowances.
Strong pension
With our company's own pension fund, you are on the safe side.
Individual development
We support you in your internal and external education and training, so that you stay on the ball.
Exclusive advantages
Staff conditions on LUKB products and many external discounts protect your wallet.
HR Business Partner
jpide17fbf4jm jit0730jm jiy26jm
Automatically translated from the original.
Posted 4 weeks ago