Zürcher Kantonalbank und ihre Tochtergesellschaften
Meilen
Customer Advisor: Private Customers
- 10 October 2026
- 100%
- Meilen
Job summary
Join our team in Meilen to deliver top-notch customer consulting. Enjoy a dynamic work environment with great benefits.
Tasks
- Welcome clients in the customer hall and assess their needs.
- Guide clients into the digital world with personalized advice.
- Conduct comprehensive consultations on finances and savings.
Skills
- Completed banking apprenticeship or equivalent experience.
- Strong customer service skills with a focus on sales.
- Effective communication and a trustworthy demeanor.
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About the job
60% - 100% | Sales and Customer Advice | Meilen | Experienced Professionals
Our team at the Meilen branch has high standards for top-quality advice for our customers. With this, we aim to make a significant contribution to being perceived by our customers as their "local bank" for life, enabling sustainable relationships to develop. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!
Your Tasks
- Welcoming our customers in the customer hall
- Determining needs by considering individual wishes and goals as well as recognising potential
- Accompanying our customers into the digital world
- Conducting comprehensive advisory discussions with private customers in the areas of payments, saving, investing, and pension provision
- Acquiring new customers as well as recognising and mediating further customer needs
- Handling cash transactions, currency exchange, and precious metal transactions as well as managing safe deposit boxes
- Option to take on the role of practical trainer
Your Profile
- Completed commercial banking apprenticeship (EFZ) or equivalent banking qualification, such as those offered by CYP or other recognised institutes
- Several years of professional experience in advising and selling financial and basic products in a bank
- Enjoyment of active customer advice and affinity for digital channels
- Confident appearance in customer contact through a communicative and trustworthy manner
- Strong acquisition, sales, and service orientation
- Flexibility to support at other locations
Our Offer
- Passionate and committed team with lots of experience and openness to new ideas – our success lies in teamwork
- Varied role with exciting and challenging customers with great potential
- Diverse opportunities for personal and professional development
- Your career is important to us as an employer, and therefore we support and accompany you on your path
- Comprehensive overall package, which besides an attractive base salary and variable remuneration offers many benefits and discounts – from A for pension provision to Z for ZVV bonus pass
Vivien Däppen
is happy to assist you.
Phone: 044 292 27 19
is happy to assist you.
Phone: 044 292 27 19
