Customer Advisor / Customer Advisor Basic Private Customers (a) 80 - 100%
- 09 September 2026
- 80 – 100%
- Biel
Job summary
Join BEKB as a Finanzcoach, where we inspire clients and teams alike. Grow with us and enjoy flexible work benefits.
Tasks
- Ensure personal advisory services for basic financial products.
- Manage and develop your own customer portfolio in retail.
- Act as a host and main contact for all client inquiries.
Skills
- Have a commercial banking background and enjoy direct client contact.
- Strong communication and presentation skills, preferably in French.
- High service orientation with a proactive and engaging demeanor.
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About the job
We inspire sustainably – customers and team members alike. You too? Then you are the perfect fit for this exciting role as a financial coach, where you take responsible and committed care of your customers' advice. Let your ideas grow with us; together we offer more than banking.
How you inspire
- You ensure personal advice for basic products in the areas of numbers, saving, investing and provision
- You manage and develop your own customer portfolio in the private retail customer segment
- You take on the committed role of host and act as the contact person for all concerns in the customer zone
- You accompany and support our customers in integrated self-service and in dealing with digital tools
What you bring
- You have a commercial basic education in the banking sector
- You love direct customer contact and have good communication and presentation skills, preferably also in French
- You bring a high service orientation with a courteous and winning manner
- You have a high degree of initiative as well as entrepreneurial thinking
We are committed to you!
- Support for your individual development needs, both in terms of time and finances
- Flexible working arrangements (part-time, job-sharing, home office, annual working hours)
- Between 27 – 30 days of holiday per year
- Sustainable remuneration: no individual bonuses, but profit sharing for all employees
- How we interact: informal culture - open – personal – team-oriented
Rachel Picci
HR Business Partner
Your BEKB
For pioneers, bridge builders and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate customers with innovative financial services. The needs of our customers are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.
The well-being of our employees is close to our hearts. We promote young as well as experienced talents in their development, advocate for individual and flexible working arrangements and pave the way for our employees to training and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment and sustainability are firmly anchored with us; diversity , collaboration and humour are part of our DNA.