Customer Advisor Customer Zone, Inbound & Outbound (f/m/d)

We are the bank of Helvetia - an innovative financial service provider that intelligently combines banking and insurance. Setting new standards together and shaping the future - for us, this means more than just working through tasks. Here you work with people who take responsibility, have high standards, and have the courage to forge new paths. With us, you will find an environment in which trust and performance go hand in hand and your ideas, your initiative, and your contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development.

What you achieve ##

Embedded in the Helvetia Group, our 30-member team bundles the physical and digital customer advisory of Baloise Bank. We ensure that our customers are provided with first-class support at the locations Solothurn, Olten, Grenchen, and Dornach, as well as via all direct channels such as email or messenger. For this dynamic setup, we are looking for personalities who value direct contact and move flexibly between the advisory desk, telephone, and digital channels.

• You act as the first point of contact and guarantee an outstanding customer experience - primarily at the advisory desk in Solothurn.
• You provide competent advice in basic banking, ensure the smooth processing of counter business together with the team, and refer to our specialist departments if necessary.
• You provide seamless support in the areas of inbound, outbound, as well as on-site in our other customer zones (Olten, Grenchen, Dornach).
• You actively participate in service, sales, and customer loyalty campaigns and generate leads.
• You contribute proactively and help to continuously optimize our processes.

What you bring ##

• Completed commercial basic training in a banking or financial services environment.
• Sound practical experience in customer care (customer zone, inbound, or contact center).
• Proficiency in German. Knowledge of French and/or Italian is an advantage.
• Confident handling of digital communication channels; Avaloq knowledge is a plus.
• Flexibility for assignments at our decentralized locations.
• Structured way of working paired with high empathy and initiative.