Customer Advisor Basic Lucerne (m/f)
Key information
- Publication date:15 July 2025
- Workload:100%
- Contract type:Permanent position
Job summary
Join a dynamic team at a leading bank, offering personalized financial services. This role provides exciting growth opportunities and a supportive work environment.
Tasks
- Advise customers on payment transactions, savings, and investments.
- Proactively manage and expand the existing customer base.
- Excite customers about our excellent products and services.
Skills
- Commercial training in the financial sector required.
- Enjoy engaging with people and have a passion for sales.
- Curiosity and openness towards new technology and digitalization.
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- Comprehensively and needs-based advise customers in the areas of payment transactions, saving, investing, and retirement planning
- Proactively manage and expand the existing team customer portfolio
- Refer customers to other specialist departments
- Inspire customers for our excellent products and services
What we benefit from
- Enjoyment in contact with people
- Fun in selling
- The ability to inspire customers
- Commercial training in the financial sector
- Curiosity and openness towards new technology and digitalization
How you benefit
- An open approach to the topic of money, including pay equality – which we really have
- Exciting development opportunities – and we are there to support you with advice and assistance
- Working in an uncomplicated, committed, and motivated team
- A modern, centrally located workplace with a fresh look
- Do you expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it is about professional matters, Hubert Renggli, branch manager, looks forward to your call at 041 226 46 34. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!