Corporate Customer Advisor: Direct Bank
Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Key information
- Publication date:20 November 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join a dynamic team at a Direktbank in Zürich, supporting SMEs. Enjoy an engaging work environment with growth opportunities.
Tasks
- Provide active consulting for startups to ensure smooth independence.
- Conduct personalized advice for corporate and private client needs.
- Review and approve financing applications while monitoring loans.
Skills
- Banking qualification or equivalent experience required.
- Strong communication skills in advising clients effectively.
- Fluent in German and English, additional languages are a plus.
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80% - 100% | Direct Bank / Service Center, Sales and Customer Consulting | Zurich | Experienced Professionals
With great passion, we support more than 100,000 corporate customers throughout their business events. We act as sparring partners for SMEs from start-up to business succession as well as for all private concerns of entrepreneurs. If you are an enthusiastic person with a passion for corporate customers and want to actively shape the future of our division, we look forward to your application.
Your tasks
- Active consulting of founders for a quick and smooth start into self-employment
- Providing telephone and personal consultations for corporate customers (business and real estate financing, payment transactions, investments, pension plans) as well as for private concerns of entrepreneurs (real estate financing, investments, pension plans)
- Reviewing, applying for, and approving financing (including mortgages, leasing, and loans) as well as monitoring credit exposures
- Active needs and potential analysis as well as structured potential recognition and exploitation using our digital consulting platform
Your profile
- Bank apprenticeship or equivalent training with relevant banking experience
- Advanced training or currently in training (professional certificate HF, Bachelor or comparable degree in business administration / banking and finance)
- Several years of experience in financing and investment business
- Passionate about ideas and challenges of corporate customers
- Communicative personality with experience in customer consulting by phone and in personal meetings
- Very good German and English skills, additional language skills are an advantage
Our offer
- Exciting and varied activity in an agile and lively team
- Our way of working is self-determined – this brings responsibility, offers opportunities for design and freedom
- We invest a lot in our employees and offer individual training opportunities
- A centrally located workplace in the vibrant District 5 (near Hardbrücke train station) and on some days the possibility to work at one of the external locations
- Various events and internal networks offer you the opportunity to network quickly
- Attractive overall package, which besides an attractive base salary and variable compensation offers many benefits and discounts – from A like retirement provision to Z like zoo tickets
Jasmin Flammer
is happy to help you.
Phone: 044 292 30 39
is happy to help you.
Phone: 044 292 30 39
