Personal Customer Advisor 80 - 100%
Hypothekarbank Lenzburg AG
Lenzburg
Key information
- Publication date:17 December 2025
- Workload:80 – 100%
- Contract type:Permanent position
- Place of work:Lenzburg
Job summary
Join Hypothekarbank Lenzburg, an innovative financial service provider.
Tasks
- Expand and manage a diverse customer portfolio effectively.
- Sell a full range of products and services, focusing on cross-selling.
- Identify customer needs and potential for further opportunities.
Skills
- Commercial training in banking or insurance is essential.
- Experience as a personal customer advisor is required.
- Strong focus on financing and investment topics is vital.
Is this helpful?
Hypothekarbank Lenzburg (HBL) is an innovative and agile financial service provider with a strong affinity for digitalization and open banking culture.
We are looking for reinforcement! Join our committed team in Lenzburg as an authentic and competent personality and inspire our customers with individual consulting approaches.
Are you ready for a change and want to make an important contribution to our company with your work? Then become part of our motivated team and help shape the future of HBL together with us.
Your tasks
- Expansion, maintenance, and 360° consulting of the customer portfolio
- Sales of the entire product and service range including cross-selling
- Systematic recording of needs and external potential
- Referral to internal specialist teams
- Acquisition of new customers, participation in customer events including network maintenance
What you bring
- Commercial basic training (banking or insurance)
- Completed bank-specific further education (HF, FH preferred)
- Experience as a personal customer advisor is required
- Main focus in the financing area, affinity for investment and pension topics
Our offer
- Modern and professional working environment
- Attractive employment conditions
- Further training opportunities
- Flat hierarchies with short decision-making paths
- Uncomplicated informal culture
Interested? Then apply online today. Our team looks forward to meeting you in person soon.
We only accept direct applications.
Your contact
Mr. Halil Yalcin, Branch Manager Lenzburg, Tel. 062 885 13 43
Ms. Claudia Feusi, HR Business Partner, Tel. 062 885 13 91