Customer Advisor: Private Customers

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:29 August 2025
Workload:100%
Place of work:Zürich

Job summary

Join our dedicated team in Zürich focused on customer consultation. Enjoy a supportive work environment with opportunities for growth.

Tasks

Welcome clients in the customer hall and assess their needs.
Advise private clients on finances, savings, and investments.
Guide clients into the digital world and schedule appointments.

Skills

Completed commercial banking training or equivalent experience.
Strong communication skills with a customer-oriented approach.
Experience in financial product sales and client acquisition.

Is this helpful?

80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals

Our team in the branches Klusplatz, Neumünster and Witikon has high standards for top advice for our customers. With this, we want to make a significant contribution to being perceived by our customers as their "close bank" for life and to enable sustainable relationships to develop. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!

Your tasks

Welcoming our customers in the customer hall
Determining needs by considering individual wishes and goals as well as recognizing potential
Advising private customers in the areas of payments, saving, investing, and retirement planning
Accompanying our customers into the digital world
Scheduling appointments and conducting comprehensive advisory discussions
Acquiring new customers as well as recognizing and mediating further customer needs
Managing ATMs
Option to take on the role of practical trainer

Your profile

Completed commercial banking apprenticeship or equivalent education
Several years of experience in consulting and selling financial and basic products
Enjoyment of active customer consulting and affinity for digital channels
Your communicative, trustworthy manner and confident appearance benefit you in customer contact
You score with your strong acquisition, sales, and service orientation
Flexibility to support at other locations

Our offer

Passionate and committed team with a lot of experience and open to new things – our success lies in teamwork
Varied activity with exciting and challenging customers with great potential
Your career is important to us as an employer, and therefore we support and accompany you on your path
Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, and more)

Vivien Däppen
is happy to help you.
Phone: 044 292 27 19