Customer Advisory Bank Employee 60-100% (m/f/d)

Individual advisory & first-class service

A regionally anchored banking institution in Central Switzerland is looking for reinforcement for its branch in Engelberg. As a universal bank with a long tradition, the company relies on personal, comprehensive advice and has maintained close, trusting relationships with its clientele for years. The teams are characterized by cohesion, short decision-making paths, and an open communication culture. Anyone who enjoys direct contact with people and identifies with the region will find an environment here in which initiative is valued and promoted.

Your tasks

• Receiving and looking after customers in the customer zone
• Advising on accounts, cards, payment transactions, and other basic products
• Selling standardized investment and pension solutions up to CHF 50'000
• Recognizing customer needs and actively using cross-selling opportunities
• Managing the customer and 24h zone including cash management and vault facilities
• Supporting the branch management and customer advisory with administrative tasks

Your profile

• Training as Kaufmann EFZ, specialization in banking, or comparable experience in the financial services sector
• Experience in customer advisory and enjoyment of daily contact with people
• High service orientation as well as entrepreneurial thinking
• Independent and reliable way of working
• Sympathetic, professional appearance
• Regional anchoring or strong connection to Engelberg and the surroundings
• German: Stylistically proficient (C2)

Your perspective

A versatile activity with responsibility and scope for design awaits you in a familiar, well-anchored company with flat hierarchies. In addition to 5 weeks of vacation and an advanced social insurance solution, you will benefit from individual continuing education opportunities and a modern workplace that is constantly being further developed. You will work in a team that supports each other and places value on appreciative cooperation.

Start:
nby arrangement

Work location:
Engelberg

Interested?
Then upload your application documents directly via the button. For questions, Eveline Anderhub is at your disposal, by telephone at .

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