Zürcher Kantonalbank und ihre Tochtergesellschaften
Affoltern a.A.
Customer Advisor: Private Clients
- 14 August 2026
- 100%
- Affoltern a.A.
Job summary
Join our committed team in Affoltern a.A. delivering top-notch customer service. Enjoy growth opportunities and great benefits!
Tasks
- Act as deputy team leader in customer hall during absence.
- Coach staff in customer conversations, providing valuable feedback.
- Conduct holistic advisory sessions for private clients' needs.
Skills
- Completed commercial banking apprenticeship or equivalent.
- At least 4 years of experience in banking sales and advisory.
- Strong customer service and digital channel affinity.
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About the job
100% | Sales and Customer Advice | Affoltern a.A. | Experienced Professionals
Our team in the branches Affoltern am Albis has high standards for top advice for our customers. With this, we want to make a significant contribution to being perceived by our customers as their "local bank" for life and to foster sustainable relationships. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!
In this role, you take on the position as Deputy Team Leader in the customer hall in the areas of organisation, security, implementation of sales activities, and training of employees. Additionally, you have the option to take on the role of practical trainer.
Your tasks
- Deputise for the team leader in the customer hall during their absence
- Accompany and coach employees in customer conversations and support with valuable feedback
- Professionally promote employees through practical mini-trainings and workshops
- Welcome our customers in the customer hall
- Identify needs including individual wishes and goals as well as recognising potential
- Conduct comprehensive advisory discussions with private clients in the areas of payments, savings, investments, and pensions
- Accompany our customers into the digital world
- Acquire new customers and identify and mediate further customer needs
- Handle cash transactions, currency exchange, and precious metal transactions as well as manage ATMs, recyclers, and safe systems
Your profile
- Completed commercial banking apprenticeship (EFZ) or equivalent banking qualification, as offered by CYP or other recognised institutes
- At least 4 years of practical professional experience in advising and selling financial and basic products in a bank
- Enjoyment of active customer advice 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
Our offer
- Passionate and committed team with lots of experience and openness to new things – our success lies in teamwork
- Varied activity 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
