Customer Advisor: Private Customers
Zürcher Kantonalbank
Effretikon
Key information
- Publication date:14 August 2025
- Workload:100%
- Place of work:Effretikon
Job summary
Join our team in Effretikon, committed to exceptional customer service. Be part of a vibrant work environment with growth opportunities.
Tasks
- Engage customers, identifying their needs and potentials.
- Provide tailored advice on banking products and services.
- Facilitate customer transitions into digital banking solutions.
Skills
- Completed commercial banking education or equivalent experience.
- Strong sales orientation and customer service skills.
- Excellent communication and interpersonal abilities.
Is this helpful?
80% - 100% | Sales and Customer Consulting | Effretikon | Experienced Professionals
Our team in the branches Effretikon, Oberwinterthur, and Turbenthal has high standards for top-notch consulting for our customers. Your main branch will be Effretikon, where you will make a significant contribution to being perceived by our customers as their "close bank" for a lifetime and to creating sustainable customer relationships. This is how you embody the values of Zürcher Kantonalbank in everything you do: Inspiring, responsible, and passionate!
Your Tasks – Shape More
- Approaching our customers in the reception area as well as recognizing potential and determining needs
- Systematically exploring customer needs while considering individual wishes, goals, and life situations
- Advising private customers in the areas of numbers (account and card offerings), saving, investing, and retirement planning
- Accompanying our customers into the digital world
- Acquiring new customers as well as recognizing and conveying further customer needs
- Handling cash transactions, currency exchange, and precious metal transactions as well as managing ATMs, recyclers, and safe installations
- Option to take on the role of practical trainer
Your Profile – Bring More
- Completed commercial banking apprenticeship or an equivalent qualification with solid professional experience
- Many years of experience in consulting and selling financial basic products
- Enthusiasm for active customer consulting and a pronounced affinity for digital channels
- Your communicative, trustworthy personality and your confident demeanor impress in customer contact
- You are characterized by a strong focus on acquisition, sales, and service orientation
Our Offer – Get More
- Passionate and dedicated team with a lot of experience and open to new ideas – our success lies in teamwork
- Diverse activities with exciting customer contacts
- Expansion of your network as you work at various locations
- Your career is important to us as an employer, and therefore we support and accompany you on your journey
- Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, etc.)
Vivien Däppen
looks forward to helping you.
Phone: 044 292 27 19
looks forward to helping you.
Phone: 044 292 27 19
