Advisor / Advisor Team Corporate Clients, 70-100%
Sarnen
Key information
- Publication date:24 July 2025
- Workload:70 – 100%
- Contract type:Permanent position
- Place of work:Sarnen
Job summary
Join the dynamic Obwaldner Kantonalbank as a Firmenkundenberater! Enjoy a supportive work environment and growth opportunities.
Tasks
- Advise and support smaller Firmenkunden on financial matters.
- Develop and expand the customer portfolio through active engagement.
- Collaborate with team members on complex financing inquiries.
Skills
- Completed bank apprenticeship and interest in further education.
- Strong customer and service orientation with reliability.
- Team-oriented, flexible, and eager to learn in a diverse role.
Is this helpful?
Simply familiar, competent, and dynamic, with clients at the center – that is the Obwaldner Kantonalbank. As a universal bank, we promote the economic development of Obwalden while acting responsibly and sustainably.
Are you looking to enter the corporate client business? Consulting, support, and acquisition are the challenging tasks that await you as an advisor in the corporate client team. You will be a competent contact person for our smaller corporate clients in all financial matters.
To complement our team at the headquarters in Sarnen, we are looking for an immediate start or by arrangement for a
Advisor / Advisor Team Corporate Clients, 70-100%
Your area of responsibility
Independent consulting and support of corporate clients with a main focus on account openings and management, cards, and other basic services
Participation and simpler consultations in all financing matters
Co-responsibility for a comprehensive team client portfolio of smaller SMEs
Continuous expansion of the client portfolio through successful maintenance and active development of the existing clientele as well as through acquisition and market development measures
Close collaboration with corporate client advisors, including mediation of complex financing inquiries and accompanying corporate client advisors to client appointments
Building and maintaining the local network of relationships, participating in events as a representative of the bank
Training and support of the trainee in the corporate client consulting department
Your profile
Completed banking apprenticeship
Interest / willingness for banking-related further education, e.g., Business Economist HF, Business Economist FH
Initial experience in client consulting and basic knowledge in the areas of basic services, investing, and retirement planning as well as financing
Expertise and experience in the credit area and in corporate client business are advantageous
High customer and service orientation combined with efficient, independent, and reliable working methods
Thoughtful, committed, and goal-oriented personality with high team orientation and flexibility for a diverse and extensive area of responsibility
Regional anchoring is an advantage
Your perspective
A varied and interesting activity in a motivated team and at a state-of-the-art workplace awaits you. In addition to entering the corporate client business, we offer you development opportunities to take over your own portfolio as a corporate client advisor in the future. Attractive employment conditions and a progressive corporate culture are also part of it.