Customer Advisor Private Clients 80-100%

Customer Advisor Private Clients 80-100%
The Hypothekarbank Lenzburg (HBL) is an innovative and agile financial service provider with a high affinity for digitalization and Open-Banking culture.
We are looking for reinforcement! Join our dedicated team at the headquarters in Lenzburg as a service-oriented and competent personality and inspire our clientele with individual advisory approaches.
Are you ready for a change and want to make an important contribution to our company with your work? Then become part of our motivated team and shape the future of HBL together with us.
Your tasks
Needs-based customer advice for team-managed private clients
360° advice (numbers, saving, retirement planning and investment saving) incl. active cross-selling
Creation of onboarding documents and active processing of sales impulses
Referral of potential customers to other customer segments
Cash Management (ATM management)
What you bring
Commercial basic training, banking training an advantage
Experience as a private client advisor
High sales and customer orientation
Initiative and willingness to perform
Our offer
Modern and professional working environment
Further training opportunities
Uncomplicated Du-culture
Short decision-making paths
Suitable for re-entrants
Have we aroused your interest? Then apply online today – we look forward to receiving your complete application documents.
We exclusively accept direct applications. jid7cb93c1jm jit0519jm jiy26jm