Customer Advisor: Private Customers

13 March 2026
100%
Zürich

Job summary

Join our experienced team in Zürich for a rewarding career! Enjoy a supportive work environment and great benefits.

Tasks

Welcome customers in the customer hall and assess their needs.
Advise private clients on finances, savings, and investments.
Assist customers in transitioning to digital services.

Skills

Completed commercial banking apprenticeship or equivalent training.
Strong customer advisory and digital channel affinity.
Excellent communication skills and sales orientation.

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About the job

80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals

Our team in the branches Oerlikon, Regensdorf and Schwamendingen has high standards for top advice for our customers. With this, we want to make a significant contribution to being perceived by our customers as their "close bank" for life and to enable sustainable relationships. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!

Your tasks

Welcoming our customers in the customer hall
Determining needs including individual wishes and goals as well as recognizing potential
Advising private customers in the areas of payments, saving, investing, and retirement planning
Accompanying our customers into the digital world
Scheduling appointments and conducting comprehensive advisory discussions
Acquiring new customers as well as recognizing and mediating further customer needs
Handling cash transactions, currency exchange, and precious metal transactions as well as managing ATMs, recyclers, and safe systems
Option to take on the role of practical trainer

Your profile

Completed commercial banking apprenticeship (EFZ) or equivalent banking training, as offered by CYP or other recognized institutes
Several years of practical experience in consulting and selling financial and basic products
Enjoyment of active customer consulting and affinity for digital channels
Your communicative, trustworthy manner and confident appearance benefit you in customer contact
You score with your strong acquisition, sales, and service orientation
Flexibility to support at other locations

Our offer

Passionate and committed team with lots of experience and open to new things – our success lies in teamwork
Varied activity with exciting and challenging customers with great potential
Various opportunities for personal and professional development
Your career is important to us as an employer, and therefore we support and accompany you on your path
Comprehensive overall package, which besides an attractive base salary and variable compensation offers many benefits and discounts – from A like retirement provision to Z like ZVV bonus pass

Vivien Däppen
is happy to help you.
Phone: 044 292 27 19

Categories:

Bank / Economy, Investment Cons. / Private Banking