Customer Advisor Basic Private Customers (a) 80 - 100%
Key information
- Publication date:29 August 2025
- Workload:80 – 100%
- Place of work:Biel
Job summary
Join us at BEKB, where we inspire clients, teams, and you! Experience a supportive and innovative work environment.
Tasks
- Provide personal advice on numbers, savings, and investments.
- Manage and develop your own portfolio of retail clients.
- Act as a host and point of contact for client inquiries.
Skills
- Commercial training in the banking sector is required.
- Direct customer contact and strong communication skills.
- High service orientation and proactive entrepreneurial mindset.
Is this helpful?
We inspire sustainably – customers and team members alike. You too? Then you are the perfect fit for this exciting position 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 retirement planning
- 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 a 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 demeanor
- You have a high level of initiative as well as entrepreneurial thinking
We are committed to you!
- Promotion of your individual development needs, both in terms of time and finances
- Flexible working arrangements (part-time, job sharing, home office, annual working hours)
- Between 25 – 30 vacation days per year
- Sustainable compensation: 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 and 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 humor are part of our DNA.
About the company
Reviews
4.7
- Management style4.5
- Salary and benefits4.5
- Career opportunities4.5
- Working atmosphere5.0