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Customer Advisor: Private Clients

Zürcher Kantonalbank

Employment type
Full-time
Location
Dietikon
First posted
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80% - 100% | Sales and Customer Advisory | Dietikon | Experienced professionals Our team in the Dietikon, Altstetten and Schlieren branches has high standards for top-tier advisory for our clientele. With this, we want to make a significant contribution to being perceived by our customers as their "close bank" for a lifetime and allowing sustainable relationships to develop. In this way, we live the values of Zürcher Kantonalbank in everything we do: impulsive, responsible and passionate! Your tasks • Receiving our clientele in the banking hall • Determining needs by including individual wishes and goals as well as recognizing potential • Accompanying our clientele into the digital world • Conducting holistic advisory meetings with private female and male clients in the areas of numbers, saving, investing and pension planning • Acquiring new clientele as well as recognizing and mediating further customer needs • Processing cash transactions, currency exchange and precious metal transactions as well as managing safe deposit facilities • Option to take over the activity as a practical trainer Your profile • Completed commercial banking apprenticeship (EFZ) or equivalent banking specialist training, such as those offered by CYP or other recognized institutes • Several years of professional experience in the advisory and sale of financial and basic products in a bank • Enjoyment of active customer advisory 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 much experience and open to new things - our success lies in teamwork • Varied activity with exciting and challenging clientele with much potential • Diverse opportunities to develop yourself personally and professionally • Your career is important to us as an employer and therefore we promote and accompany you on your way • Comprehensive overall package which, in addition to the attractive basic salary and a variable remuneration, offers many benefits and discounts - from A as in retirement provision to Z as in ZVV-Bonuspass Your contact Vivien Däppen is looking forward to helping you. Telephone: 044 292 27 19

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