Menzingen
Private Customer Advisor, Focus: Financing (m/f/d)
- 08 September 2026
- 80 – 100%
- Permanent position
- German (Fluent)
About the job
We place great value on holistic and sustainable advice and support for our customers and are looking to complement our team with a committed and experienced individual as a Private Customer Advisor Financing (m/f/d).For us, people matter – in the team and in the advice we provide. We support each other, take responsibility for one another and for our customers.
If team spirit and customer proximity are just as important to you, we look forward to your application.
Private Customer Advisor, Focus: Financing (m/f/d)
What can you expect?
- In-depth advice: You develop individual and holistic solutions tailored to the life situation, wishes and goals of the customers
- With commitment and competence, you ensure a high-quality advisory experience
- Solution-oriented, individual and holistic support and advice across the entire advisory and service offering (basic solutions, retirement planning and investing, housing and financing, entrepreneurship) with a focus on financing
- Identifying and exploiting customer potential through active and continuous management of the personal customer portfolio
- Participation in market development measures and undertaking representative tasks
What do we offer you?
- A varied role with development opportunities
- A warm, open-minded team that enjoys working together and celebrates shared successes
- Modern office spaces
- Preferential conditions on our banking products – just for you!
- Half a day off on your birthday
What do you bring with you?
- Completed banking training and further education in banking or finance
- In-depth knowledge and several years of experience in credit advisory (mortgages)
- Sales- and customer-oriented personality with a high level of service commitment
- Likeable and engaging manner as well as good communication skills and enjoyment of customer contact
- Teamwork means more to you than just a word: You like to work together to achieve goals
We foster a family-like environment
Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and how we interact with one another. The informal "du" culture creates personal closeness and equality across all levels of function.
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 support personal and professional development
Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal training offer as well as a cost contribution for external further education.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages on banking products, various discounts with third parties as well as an above-average pension scheme.
Do you have questions?
For content-related questions about the position:
Brigitte Blöchlinger
Chairwoman of the Bank Management
041 757 20 51
For questions about the application process:
Brigitte Blöchlinger
Chairwoman of the Bank Management
041 757 20 51
We look forward to your online application
About us
