Customer Advisor Financing (80 - 100%)
Bank EEK AG
Bern
Key information
- Publication date:02 September 2025
- Workload:80 – 100%
- Contract type:Unlimited employment
- Place of work:Bern
Job summary
Join our team at Bank EEK AG, where we provide expert financial services. Enjoy a supportive work environment with great benefits.
Tasks
- Support and guide clients from our existing portfolio.
- Expand our network and actively acquire new clients.
- Provide comprehensive advice on real estate and financing issues.
Skills
- Several years of experience in credit business required.
- Strong consulting skills and enjoyment in client interaction.
- Entrepreneurial mindset with initiative and responsibility.
Is this helpful?
Your Tasks
- Personal support and long-term accompaniment of demanding customers from an existing portfolio
- Active expansion of the network and targeted acquisition of new customers
- Comprehensive advice and expert support for our customers in all real estate matters: financing, purchase/sale, taxes, sustainable renovations or refurbishments
- Comprehensive needs analysis in asset, pension, and financial planning – in close cooperation with our specialists
Your Profile
- Several years of professional experience in the credit business
- Strong consulting skills and enjoyment of direct customer contact
- Entrepreneurial thinking, initiative, and willingness to take responsibility
- Basic and advanced banking education (FH, HF, CAS, DAS or MAS, completed or ongoing)
- Personally, you convince through openness, team spirit, and enthusiasm for shaping
Your Perspectives
- Work in a professional, motivated, and collegial team
- Broad, varied range of tasks with decision-making and creative scope
- Entrepreneurial working environment where you can contribute your ideas
- Individual support through training and further education – also with a view to future specialist or leadership roles
- Attractive employment conditions and additional benefits
- Workplace in the heart of the city of Bern
Do you feel addressed?
For additional information, Mr. Thomas Kipfer, Head of Financing and member of the management board, will be happy to assist you.
Please send your complete application documents to:
Bank EEK AG
Thomas Kipfer
PO Box
3001 Bern
electronically to: thomas.kipfer@eek.ch