Customer Advisor (m/f/d)

About the job

Customer Advisor (m/f/d)

What can you expect?

• You personally, competently and solution-orientedly support and advise our customers
• You identify customer potential through active and continuous management of the customer portfolio and develop it purposefully
• You advise our customers in the areas of investing, retirement provision, finances & saving and refer them to our specialists for further topics
• You conduct comprehensive and individual advisory discussions, supported by modern advisory tools
• You actively participate in market development measures and contact campaigns, thus making an important contribution to sales success
• You take on a responsible advisory role with plenty of customer contact, attractive development opportunities and a modern workplace in the heart of St. Gallen

What do you bring with you?

• You have completed banking training and already have several years of professional experience in customer advisory
• You are characterised by a strong service and customer orientation and consistently put the needs of our customers at the centre
• You enjoy actively developing customer relationships, approach people proactively, show initiative and feel comfortable in a dynamic environment
• You convince with a professional and confident appearance
• You enjoy working in a team, are resilient and keep an overview even with changing tasks

• You have knowledge of French or Italian or are willing to learn one of these languages and use it in customer contact
• You have an SAQ certification or are willing to obtain it promptly

We foster a family-like environment

Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and our interaction with one another. The informal "Du" culture creates personal closeness and equality across all levels of function.

We provide space for initiative and co-creation

We invite our employees to actively shape their work and take responsibility. This creates varied tasks that generate real added value – for all who want to make a difference.

We live diversity and equal opportunities

We promote the different perspectives, experiences and skills in our teams. Because this diversity makes us special and contributes decisively to our success.

We offer attractive conditions and social benefits

Our employees benefit from exclusive advantages with banking products, various discounts with third parties as well as above-average retirement provision.

Do you have questions?

For content-related questions about the position:

Daniel Miller
Team Leader Customer Advisory
+41 (71) 226 60 91

For questions about the application process:

Sandra Loher
Head of Human Resources
+41 (71) 226 60 09

We look forward to your online application

About us