Customer Advisor: Private Customers
Zürcher Kantonalbank
Meilen
Key information
- Publication date:21 August 2025
- Workload:100%
- Place of work:Meilen
80% - 100% | Sales and Customer Consulting | Meilen | Experienced Professionals
Our team in the branches Meilen, Männedorf, Hombrechtikon as well as Stäfa has high standards for top advice for our customers. With this, we want to make a significant contribution to being perceived by our customers as their "close bank" for life and to enable sustainable relationships to develop. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!
Your tasks – shape more
- Welcoming our customers in the customer hall
- Determining needs including individual wishes and goals as well as recognizing potential
- Advising private customers in the areas of payments, saving, investing, and retirement planning
- Accompanying our customers into the digital world
- Scheduling appointments and conducting comprehensive advisory discussions
- Acquiring new customers as well as recognizing and mediating further customer needs
- Managing ATMs
- Option to take on the role of practical trainer
Your profile – bring more
- Completed commercial banking apprenticeship or equivalent education
- Several years of experience in consulting and selling financial and basic products
- Enjoyment of active customer consulting and affinity for digital channels
- Your communicative, trustworthy manner and confident appearance benefit you in customer contact
- You score with your strong acquisition, sales, and service orientation
- Flexibility to support at other locations
Our offer – get more
- Passionate and committed team with lots of experience and open to new things – our success lies in teamwork
- Varied activity with exciting and challenging customers with great potential
- Your career is important to us as an employer, and therefore we support and accompany you on your path
- Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, health insurance, and much more)
Vivien Däppen
is happy to help you.
Phone: 044 292 27 19
is happy to help you.
Phone: 044 292 27 19
