Client Advisor: Corporate Clients Region Zurich Lake
Uznach
Key information
- Publication date:09 August 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Uznach
Job summary
Join our team as Kundenberater:in Firmenkunden in Rapperswil! This role offers a collaborative work environment and opportunities for growth.
Tasks
- Advise corporate, business, and real estate clients in a solution-oriented manner.
- Maintain existing client relationships by understanding their needs and concerns.
- Proactively expand your network and client portfolio in the region.
Skills
- Solid banking education with ongoing financial training preferred.
- Strong negotiation skills in German and effective communication with clients.
- Excellent analytical skills and understanding of financial metrics.
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Client Advisor: Corporate Clients Region Zurich Lake
80 - 100% ◆ Rapperswil, Uznach ◆ m / f / d
Your Role:
- You competently advise corporate, business, and real estate clients in a solution-oriented and partnership-based manner
- You carefully maintain relationships with existing clients by understanding their concerns and recognizing their needs
- You sustainably expand your network in the region and proactively grow your client portfolio
- In cross-departmental collaboration, you act supportively and promote teamwork
- You independently prepare loan applications for approval in the Credit Office
Your Education and Experience:
- Solid banking education and completed or ongoing further training in finance / banking
- Proven expertise and experience in corporate credit and mortgage consulting
- Fluent in German and strong communication skills in dealing with demanding clients
- Good analytical skills and a high understanding of financial metrics
Your Working Style:
- Building trusting client relationships and developing individually tailored solutions are among your strengths
- You have a pronounced service orientation, are integrity-driven, and have a good network in the region
- Entrepreneurial, forward-thinking is second nature to you
- You are a team player with a winning demeanor and positive attitude
Your Team:
As part of our corporate client team, you work in a collegial, family-like environment where everyone supports each other, shares knowledge, and collaborates trustfully. Your openness is valued just as much as the ideas you bring in. Look forward to a dynamic environment where you can make a difference and have an impact.
Your Perspective with Us:
We offer you the opportunity to establish yourself in a diverse, exciting work environment and to grow with interesting content and a wide range of tasks. Our business locations have modern workplaces.
Are you in?
Below you will find more about us as an employer, and Beatrice Knopf (055 285 71 58) from the HR team is happy to answer your questions.
Apply online now
