Customer Advisor: Private Clients
Zürcher Kantonalbank
Uster
Key information
- Publication date:14 July 2025
- Workload:100%
- Place of work:Uster
Job summary
Join our team in Uster and Egg ZH for top-tier customer service. Enjoy a dynamic work environment with growth opportunities.
Tasks
- Engage with customers to identify needs and potential.
- Conduct comprehensive consultations and schedule appointments.
- Support clients in digital banking and financial product advice.
Skills
- Completed commercial banking apprenticeship or equivalent.
- Several years of experience in financial product sales.
- Strong customer advisory skills with a digital focus.
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80% - 100% | Sales and Customer Consulting | Uster | Experienced Professionals
Our team in the branches of Uster and Egg ZH has a high standard for top-notch consulting for our clientele. With this, we want to make a significant contribution to being perceived by our customers as their "close bank" for a lifetime, allowing sustainable customer relationships to develop. This is how we live the values of Zürcher Kantonalbank in everything we do: Inspiring, responsible, and passionate!
Your Tasks – Shape More
- Approaching our clientele in the reception area as well as recognizing potential and determining needs
- Scheduling appointments by phone and conducting comprehensive consulting conversations
- Advising private clients in the areas of numbers (account and card offerings), saving, investing, and retirement planning
- Accompanying our clientele into the digital world
- Acquiring new clients and recognizing and conveying further customer needs
- Acting as a practical trainer
- Handling cash transactions, currency exchange, and precious metal transactions as well as managing ATMs, recyclers, and safe installations
Your Profile – Bring More
- Completed commercial banking apprenticeship or equivalent training
- Several years of experience in consulting and selling financial basic products
- Enjoyment in active customer consulting and affinity for digital channels
- Flexibility and willingness for job rotation in the branches of Uster and Egg ZH
- Your communicative, trustworthy nature and your confident demeanor are appreciated
- You score points with your high acquisition, sales, and service orientation
Our Offer – Get More
- 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
- Expanding your network as you work at various locations
- Strengths-oriented, you can contribute and gain initial leadership experience through location responsibility
- 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, health insurance, etc.)
Lucie Kulhanek
looks forward to helping you.
Phone: 044 292 27 62
looks forward to helping you.
Phone: 044 292 27 62
