Customer Advisor or Private Client Advisor with counter activities
- Employment type
- Full-time
- Location
- Menzingen
- First posted
Become part of our team!
Are you looking for a job where you feel comfortable and can make a difference at the same time? Then come to us - a successful, locally anchored bank with a familiar team spirit! Whether full-time or part-time, with us you will find the perfect balance between job and leisure. Your workplace? Modern, central and surrounded by opportunities for sporting and relaxed recreation - perfect for clearing your head.
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What awaits you? ##
What awaits you?
• Need-oriented, individual, holistic and solution-oriented support of our customers in the segments savings, numbers, investing and retirement provisioning
• Opportunity to build your own client portfolio
• Co-management of the advisor team's client portfolio
• Professionally and according to needs advising on our products and services
• Reception and support of the clientele as well as cash processing including the management of ATMs
• Identifying needs and referring customers to the responsible specialist advisors
What we offer you:
• A varied task with development opportunities
• Contemporary remuneration
• A warm, open-minded team that enjoys working and celebrates joint successes
• Modern office premises
• ½-day off on your birthday
• Preferential conditions on our bank products - just for you!
• Permanent employee discounts via Swibeco on well-known brands
What do you bring with you? ##
What do you bring with you?
• A completed banking education and practical experience in customer support
• Knowledge in investment advisory is an advantage
• Joy in direct customer contact - you know how to inspire people
• A confident, professional appearance - no matter how hectic it gets
• Teamwork is more than just a word to you - you like to pitch in together to achieve goals
• Flexibility, helpfulness and a positive attitude
• Good communicative skills - you can express your ideas clearly and concisely
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Posted 1 week ago