Customer Advisor / Customer Advisor Basic Private Customers (a) 80 - 100%
Berner Kantonalbank AG
Münsingen und Worb
Key information
- Publication date:26 July 2025
- Workload:80 – 100%
- Place of work:Münsingen und Worb
Job summary
Join BEKB as a Finanzcoach and inspire clients with passion! Enjoy a supportive work environment with great benefits.
Tasks
- Provide personal advice on financial basics like saving and investing.
- Manage and develop your own portfolio of private retail clients.
- Support clients in self-service and digital tool usage.
Skills
- Commercial training in the banking sector is required.
- Strong communication and presentation skills are essential.
- High service orientation with a friendly and engaging demeanor.
Is this helpful?
We inspire sustainably – customers, clients, and team members alike. You too? Then you are the right fit for this exciting position as a financial coach, where you will be responsible for the consulting of your clients with dedication. Let your ideas grow with us; together we offer more than banking.
How you inspire
- You ensure personal consulting for basic products in the areas of numbers, saving, investing, and retirement planning
- You manage and develop your own customer portfolio in the private retail customer segment
- You take on the engaged role of host and act as a contact person for all concerns in the customer zone
- You accompany and support our clients in integrated self-service and in using digital tools
What you bring
- You have a commercial basic education in the banking sector
- You love direct customer contact and possess good communication and presentation skills
- You bring a high service orientation with a courteous and winning demeanor
- You have a high level of initiative as well as entrepreneurial thinking
We are committed to you!
- Promotion of your individual development needs, both in terms of time and finances
- Flexible working arrangements (part-time, job sharing, home office, annual working hours)
- Between 25 – 30 vacation days per year
- Sustainable compensation: no individual bonuses, but profit sharing for all employees
- How we interact: You culture - open - personal - team-oriented
René Schläppi
HR Business Partner
Your BEKB
For pathfinders, bridge builders, and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate clients with innovative financial services. The needs of our clients are always at the center of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.
The well-being of our employees is close to our hearts. We promote young and experienced talents in their further development, advocate for individual and flexible working arrangements, and pave the way for our employees for further education and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment, and sustainability are firmly anchored in us; diversity , collaboration, and humor are part of our DNA.