Customer Advisor / Customer Advisor Financing Transactions (a) 80 - 100%
Berner Kantonalbank AG
Bern-Liebefeld
Key information
- Publication date:13 August 2025
- Workload:80 – 100%
- Place of work:Bern-Liebefeld
Job summary
Join us as a Finanzcoach at BEKB, where we offer innovative financial services. Be part of a team that values sustainability and creativity.
Tasks
- Engage responsibly with clients through phone and written communication.
- Support mortgage clients throughout their life cycles and key events.
- Build and maintain long-term client relationships in your portfolio.
Skills
- Several years of banking experience, especially in private client care.
- Excellent communication skills in German, preferably French too.
- Proactive personality with entrepreneurial thinking and curiosity.
Is this helpful?
We inspire sustainably – customers, intermediaries, and team members alike. You too? Then you are the right fit for this exciting position as a financial coach, where you will actively take responsibility for advising your clients. Let your ideas grow with us; together we offer more than banking
How you inspire
- You advise your clients actively and responsibly, especially in telephone and written contact, on financing and retirement topics
- You support and advise your mortgage clients, who mainly live outside the cantons of Bern and Solothurn, throughout their life cycle and during key events
- You maintain long-term customer relationships and sustainably expand them in your own customer portfolio
- You work side by side with our valued cooperation partners in the intermediary business, your helpful team members, and qualified specialists.
What you bring
- You have several years of professional experience in banking, ideally with proven experience in private customer care and financing business
- With very good language skills in German (preferably also in French), you impress in advising and supporting your clients
- You are equipped with good communication and presentation skills and appreciate an open feedback culture
- You are an engaged personality who likes to take initiatives, thinks entrepreneurially, and is always curious
We are committed to you!
- Promotion of your individual development needs, both in terms of time and finances
- Flexible working forms (part-time, job-sharing, home office, annual working hours)
- Between 25 – 30 vacation days per year
- Sustainable compensation: no individual bonuses, but profit-sharing for all employees
- How we interact: You culture - open - personal - team-oriented
Justyna Walloschek
HR Business Partner
Your BEKB
For pathfinders, bridge builders, and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate clients with innovative financial services. The needs of our clients are always at the center of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.
The well-being of our employees is close to our hearts. We promote young and experienced talents in their development, advocate for individual and flexible working forms, and pave the way for our employees for further education and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment, and sustainability are firmly anchored in us; diversity , collaboration, and humor are part of our DNA.