Customer Advisor: Private Customers
Zürcher Kantonalbank und ihre Tochtergesellschaften
Uster
Key information
- Publication date:17 September 2025
- Workload:100%
- Place of work:Uster
Job summary
Join our team in Uster and Egg ZH for top-notch customer service. Enjoy a fulfilling work environment with growth opportunities!
Tasks
- Engage with clients to identify their needs and potential.
- Conduct holistic consultations and schedule appointments.
- Support clients in digital banking and acquire new customers.
Skills
- Completed commercial banking training or equivalent education.
- Several years of experience in financial product consulting.
- Strong customer service and sales orientation.
Is this helpful?
80% - 100% | Sales and Customer Consulting | Uster | Experienced Professionals
Our team in the Uster and Egg ZH branches has high standards for top advice for our customers. With this, we want to make a significant contribution so that we are perceived by our customers as their "close bank" for life and sustainable customer relationships can be established. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!
Your tasks
- Approach our customers in the reception area as well as identify potential and determine needs
- Arrange appointments by phone and conduct comprehensive advisory discussions
- Advise private customers in the areas of numbers (account and card range), saving, investing, and pension provision
- Accompany our customers into the digital world
- Acquire new customers as well as identify and convey further customer needs
- Work as a practical trainer
- Handle cash transactions, currency exchange, and precious metal transactions as well as manage ATMs, recyclers, and safe systems
Your profile
- Completed commercial banking apprenticeship or equivalent education
- Several years of experience in consulting and selling basic financial products
- Enjoy active customer consulting and affinity for digital channels
- Flexibility and willingness for job rotation in the Uster and Egg ZH branches
- Your communicative, trustworthy manner and confident appearance are appreciated
- You score with your strong acquisition, sales, and service orientation
Our offer
- Passionate and committed team with a lot of experience and open to new things – our success lies in teamwork
- Varied activity with exciting customer contacts
- Expand your network as you work at different locations
- You can contribute based on your strengths and gain initial leadership experience through location responsibility
- Your career is important to us as an employer, and therefore we support and accompany you on your path
- Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, health insurance, and much more)
Vivien Däppen
is happy to help you.
Phone: 044 292 27 19
is happy to help you.
Phone: 044 292 27 19
