Customer Advisor: Private Customers
Zürcher Kantonalbank und ihre Tochtergesellschaften
Hombrechtikon
Key information
- Publication date:07 January 2026
- Workload:100%
- Place of work:Hombrechtikon
Job summary
Join our passionate team at Zürcher Kantonalbank for impactful customer service. Enjoy a collaborative work environment with great benefits.
Tasks
- Welcome customers in our Hombrechtikon branch and assess needs.
- Provide tailored advice on finance, savings, and investments.
- Support clients in their digital journey and acquire new customers.
Skills
- Completed commercial banking apprenticeship or equivalent.
- Strong customer advisory and sales experience required.
- Excellent communication skills and flexible to support at other locations.
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80% - 100% | Sales and Customer Consulting | Hombrechtikon | Experienced Professionals
Our team in the branches Hombrechtikon, Meilen, Männedorf as well as Stäfa has high standards for top advice for our customers. With this, we want to make a significant contribution so that we are perceived by our customers as their "close bank" for life and sustainable relationships can be created. 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 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
- Handling cash transactions, currency exchange, and precious metal transactions as well as managing ATMs, recyclers, and safe systems
- Option to take on the role of practical trainer
Your profile
- Completed commercial banking apprenticeship or equivalent education
- Several years of practical 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
- Passionate and committed team with a lot of experience and open to new things – our success lies in teamwork
- Varied activity with exciting and challenging customers with great potential
- You can contribute based on your strengths
- 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 more)
Vivien Däppen
is happy to help you.
Phone: 044 292 27 19
is happy to help you.
Phone: 044 292 27 19
