Zürcher Kantonalbank und ihre Tochtergesellschaften
Wetzikon
Yesterday
Customer Advisor: Private Customers
- 10 April 2026
- 100%
- Wetzikon
Job summary
Join our experienced team in Wetzikon, Pfäffikon ZH, and Bauma! Enjoy a collaborative environment focused on top-notch customer service and sustainable relationships.
Tasks
- Welcome clients and assess their individual needs and goals.
- Advise private clients on finances, savings, investments, and pensions.
- Facilitate client transitions to digital services and manage cash transactions.
Skills
- Completed commercial banking apprenticeship or equivalent training required.
- Strong customer advisory skills and digital channel affinity essential.
- High acquisition, sales, and service orientation are crucial.
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About the job
80% - 100% | Sales and Customer Consulting | Wetzikon | Experienced Professionals
Our team in the branches Wetzikon, Pfäffikon ZH and Bauma 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 "close bank" for life and to enable sustainable relationships. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!
Your tasks
- Welcoming our customers in the customer hall
- Determining needs including individual wishes and goals as well as recognizing potential
- Advising private customers in the areas of payments, saving, investing, 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 mediating further customer needs
- Handling cash transactions, currency exchange, and precious metal transactions as well as managing safe deposit boxes
- Option to take on the role of practical trainer
Your profile
- Completed commercial banking apprenticeship (EFZ) or equivalent banking qualification, as offered by CYP or other recognized institutes
- Practical experience in advising and selling financial and basic products
- Enjoyment of active customer consulting 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
- Flexibility to support at other locations
Our offer
- Passionate and committed team with a lot of experience and open 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 compensation offers many benefits and discounts – from A like retirement provision to Z like ZVV bonus pass
Vivien Däppen
is happy to help you.
Phone: 044 292 27 19
is happy to help you.
Phone: 044 292 27 19
