Customer Advisor: Private Customers 80 - 100%

About the job

Hypothekarbank Lenzburg (HBL) is an innovative and agile financial service provider with a strong affinity for digitalisation and the open banking culture.

We are looking for reinforcement! Join our committed team at the headquarters in Lenzburg as a service-oriented and competent personality and inspire our customers 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 help shape the future of HBL together with us.

Your Tasks

• Needs-based customer advice for team-managed private customers 
• 360° advice (payments, savings, pension provision and investment savings) including active cross-selling 
• Preparation 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 customer advisor 
• High sales and customer orientation 
• Initiative and willingness to perform

Our Offer

• Modern and professional working environment
• Opportunities for further training
• Uncomplicated informal culture
• Short decision-making paths 
• Suitable for returnees

Have we piqued your interest? Then apply online today – we look forward to receiving your complete application documents. 

We only accept direct applications.

Your Contact

Martin Wildi, Branch Manager Lenzburg, Tel. 062 885 16 01
Claudia Feusi, HR Business Partner, Tel. 062 885 13 91