Customer Advisor: Private Customers
Dübendorf
Key information
- Publication date:13 August 2025
- Workload:100%
- Place of work:Dübendorf
Job summary
Join our dedicated team in Dübendorf, Volketswil, and Fehraltorf! Enjoy a vibrant work environment and opportunities for growth.
Tasks
- Welcome customers and assess their individual needs.
- Provide comprehensive advice on banking products and services.
- Support customers in transitioning to digital banking solutions.
Skills
- Completed banking apprenticeship or equivalent experience required.
- Excellent communication and interpersonal skills are essential.
- Strong sales orientation and customer service mindset needed.
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80% - 100% | Sales and Customer Consulting | Dübendorf | Experienced Professionals
Our 13-member team is the first point of contact for our customers in the branches Dübendorf, Volketswil, and Fehraltorf. We support and advise customers regarding our basic banking products and are the business card of our bank. Therefore, we have high standards for our consulting and thus make a significant contribution to "the nearby bank". Our goal is to build sustainable customer relationships based on our values – inspiring, responsible, and passionate.
Do you enjoy customer contact, are empathetic and communicative? Then we look forward to your support.
- Welcoming our customers in the customer hall
- Identifying needs while considering individual wishes and goals as well as recognizing potential
- Advising private customers in the areas of payments, savings, investments, 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 conveying further customer needs
- Handling cash transactions, currency exchange, and precious metal transactions as well as managing ATMs, recyclers, and safe installations
- Opportunity to take on the role of practical trainer
- Completed banking apprenticeship or equivalent training
- Professional experience (2 years) in consulting and selling financial basic products
- Enjoyment of active customer consulting and affinity for digital channels
- Flexibility and willingness for job rotation in the branches Dübendorf, Volketswil, and Fehraltorf
- Your communicative, trustworthy nature and your confident demeanor are appreciated
- You score points with your high acquisition, sales, and service orientation
- Passionate and committed team with a lot of experience and open to new things – our success lies in teamwork
- Diverse activities with exciting customer contacts and many networking opportunities, as you will be working at various locations
- We offer you space for your ideas and thus shape the bank of tomorrow
- Various events and internal networks give you the opportunity to network quickly
- Your career is important to us as an employer, and therefore we support and accompany you on your path
- Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world
- Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, health insurance, etc.)
looks forward to helping you.
Phone: 044 292 27 19