Individual Customer Advisor
Colombier
Key information
- Publication date:28 August 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Colombier
Job summary
Join a dynamic, human-sized bank in the heart of the region! Enjoy a supportive work environment with ample growth opportunities.
Tasks
- Manage and develop a portfolio of mortgage and investment clients.
- Provide comprehensive advice focused on clients' needs in banking services.
- Negotiate financial conditions and maintain regular client communication.
Skills
- Commercial training with a higher diploma, completed or ongoing.
- Excellent interpersonal skills and strong commercial awareness.
- Team player with a sense of responsibility and initiative.
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Individual Customer Advisor
A locally established community bank in the canton, BCN is a human-sized bank offering quality services to its private clients and businesses. Proud of our commitments, recognized as an eco-company and as a fair employer, we strongly contribute to the regional economic life and consider that our success is closely linked to the professional and human qualities of our employees. For you, are autonomy, commitment, responsibility, project, sustainable development, and training meaningful words? We would be pleased to discuss with you how they could help reveal your talents within our organization.
Following an internal transfer, we are looking to complete our team of four Individual Customer Advisors at our Milvignes advisory center in Colombier, a
Individual Customer Advisor
Your missions
- Manage, retain, and develop a portfolio of mortgage and investment clients
- Advise clients comprehensively and needs-oriented in basic services such as mortgages, investments, savings, and pension plans
- Ensure follow-up of files (renewal, CRM reporting, basic documentation, etc.)
- Negotiate and argue financial conditions
- Maintain contact by organizing regular appointments with clients
- Provide information on banking services in general and promote the offers provided by the bank
Your profile
- Commercial training completed with a higher diploma (bank economist, IAF or HEG), completed or in progress
- At least 2 years of experience in client advisory, acquired in Switzerland
- Strong interest in finance
- Knowledge of the local market
- Native French speaker, ideally fluent in English and/or German at B2 level
Your personal qualities
- Excellent interpersonal skills, developed commercial sense, and real understanding of client needs
- Sense of responsibility and initiative
- Ability to work in a team, open-minded, with good listening skills
- Good ability to present and represent the bank
Your opportunities
- Certified and job-oriented training
- First-class social benefits and attractive working conditions
- Varied work in a dynamic atmosphere
- A human-sized institution
- A pleasant workplace
Workplace / department: Colombier / Individual Customer Region West
Start date: immediately or by agreement
Application deadline: September 30, 2025
Remote work: possible
