Customer Advisor for Personal Loans
Luzern
Key information
- Publication date:17 July 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Luzern
Job summary
Join a dynamic team at BANK-now, part of UBS Group, focusing on client relations and tailored solutions. Enjoy a supportive work environment with flat hierarchies.
Tasks
- Advise and assist clients on private loan inquiries effectively.
- Develop customized solutions based on client needs and preferences.
- Identify sales opportunities and maximize potential consistently.
Skills
- Bank education or equivalent, with at least 2 years of advisory experience.
- Strong customer and service orientation, with flexibility.
- Fluent German and good spoken Italian skills are essential.
Is this helpful?
Do you thrive when advising customers and building long-term relationships? Do you know how to ensure smooth processes? We are looking for a new colleague who will take on the following core tasks:
Competent advice and support for our customers in all personal loan matters
Developing solutions tailored to the wishes of the customers
Identifying sales opportunities and consistently exploiting potential
The opportunity to use your sales flair for our top-notch product range
Thorough examination of loan applications together with internal departments
Conducting outbound campaigns
Various administrative tasks such as recording and checking customer data
Our Team
At BANK-now, you will find a Swiss SME culture embedded in the UBS Group. We take pride in our agile and collegial environment where (almost) everyone knows each other. Here, every employee is part of our success story. We are proud of our flat hierarchies and short communication paths. The team consists of motivated and certified experts.
This is what we wish for
Bank apprenticeship or commercial qualification with comparable additional training
At least 2 years of professional experience in consulting
Knowledge of the credit and/or leasing business is an advantage
High flexibility and pronounced customer and service orientation
Joy and openness for customer acquisition
Independent, precise work and the ability to set priorities
Fluent German and good spoken Italian skills
Take the next step with us
The UBS Recruiting Team looks forward to your application.