Zürcher Kantonalbank und ihre Tochtergesellschaften
Wetzikon
Customer Advisor: Private Customers
- 11 July 2026
- 100%
- Wetzikon
Job summary
Join our team in Wetzikon, Pfäffikon ZH, and Bauma! We're committed to providing top-notch customer service and building lasting relationships.
Tasks
- Welcome customers in the customer hall and assess their needs.
- Guide clients in their digital journey and conduct comprehensive consultations.
- Acquire new customers and handle cash transactions and metal trades.
Skills
- Completed commercial banking apprenticeship or equivalent training required.
- Experience in advising and selling financial products is essential.
- Strong communication skills and a flexible, service-oriented approach.
Is this helpful?
About the job
80% - 100% | Sales and Customer Advice | 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 so that we are perceived by our customers as their "close bank" for life and sustainable relationships can develop. 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 by taking into account individual wishes and goals as well as recognising potential
- Accompanying our customers into the digital world
- Conducting holistic advisory discussions with private customers in the areas of payments, saving, investing and pension provision
- Acquiring new customers as well as recognising and mediating further customer needs
- Handling cash transactions, currency exchange and precious metal transactions and safe deposits
- 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 recognised institutes
- Professional experience in advising and selling financial and basic products in a bank
- Enjoyment of active customer advice and affinity for digital channels
- Confident appearance in customer contact through a communicative and trustworthy manner
- High acquisition, sales and service orientation
- Flexibility to support at other locations
Our offer
- Passionate and committed team with lots 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 in addition to an attractive base salary and a variable remuneration offers many benefits and discounts – from A for pension provision to Z for 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
