Corporate Client Advisor: Direct Bank
Zürcher Kantonalbank und ihre Tochtergesellschaften
Zürich
Key information
- Publication date:28 November 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join our dynamic team in Zurich, specializing in client consulting. We offer a supportive work environment and growth opportunities.
Tasks
- Support entrepreneurs and SMEs with tailored services, digitally and via phone.
- Identify and leverage potential, connecting clients to advisory teams.
- Ensure exceptional service quality that delights our clients.
Skills
- Banking apprenticeship or equivalent, plus three years of experience.
- Strong customer focus and excellent communication skills.
- Fluent in German, with good English skills preferred.
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80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals
From the founding idea to succession planning – we support entrepreneurs in their daily business. With great passion, we are responsible for the needs-based care of more than 100,000 corporate clients and their representatives in all basic services along their business and life events. One of our core tasks is the structured identification and mediation of potentials.
If you are an enthusiastic person with a passion for corporate clients and want to actively shape the future of our division, we look forward to your application.
Your tasks
- Supporting entrepreneurs and SMEs according to their needs in all basic services - by phone and digitally
- Structured potential identification and exploitation or targeted referral to the appropriate consulting team
- Providing a service quality that delights customers
- Identifying and documenting transactions related to anti-money laundering
- Creating and reviewing customer profiles (KYC)
- Contributing to the continuous improvement of our processes to increase customer satisfaction
Your profile
- Bank apprenticeship or equivalent education
- Advanced completed education (HF or FH) or currently in training
- At least three years of relevant professional experience in the financial sector
- Enthusiasm for telephone and digital customer contact as well as for SME clients
- Experience in compliance and/or anti-money laundering is a plus
- High customer orientation and a very communicative manner characterize you
- Very good German skills in spoken and written form, good English skills are an advantage
Our offer
- An exciting team with a lively "we" culture that looks forward to you
- A varied range of tasks awaits you
- You will gain experience in dealing with corporate clients and can establish yourself in the diverse corporate client business of our bank
- We invest in our employees and actively take care of your development together with you
- A centrally located workplace in the vibrant District 5 (Hardbrücke train station)
Jasmin Flammer
is happy to assist you.
Phone: 044 292 30 39
is happy to assist you.
Phone: 044 292 30 39