Customer Advisor: Sales Leasing

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:20 September 2025
Workload:100%
Place of work:Zürich

Job summary

Join Zürcher Kantonalbank for a rewarding career in leasing. Enjoy a supportive environment with growth opportunities.

Tasks

Acquire new vendors and leasing firms primarily in East Switzerland.
Provide consulting for corporate clients and partners in the region.
Ensure high-quality processing of leasing requests and client interactions.

Skills

Completed banking education or equivalent, with several years of experience.
Strong service orientation and team spirit are essential.
Excellent communication skills and entrepreneurial thinking are required.

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

The Zurich Cantonal Bank offers companies from various economic sectors throughout Switzerland investment goods leasing. We responsibly and passionately support our customers as a source of inspiration. This makes us not only a bank-related institution but also a preferred employer. The key to our success? Committed employees who pursue the same goal.

Acquisition of new customers and vendors primarily in Eastern Switzerland

You acquire new vendors and larger leasing-affine companies in the Eastern Switzerland region. In addition, you manage a small existing customer portfolio as well as occasional cooperation partners. This particularly includes personal conversations with customers, the creation of leasing offers, credit inquiries, and the qualitative and quantitative development of the customer portfolio. You maintain an active network with cooperation partners (e.g., contact with management as well as customer advisors of the cantonal banks and vendors) and contribute to ensuring that the mediated business volume meets quality and quantity requirements.

Market presence

You are jointly responsible for planning and implementing active and cross-departmental market development (customer events, conferences and presentations, marketing campaigns, advertising activities, participation in trade fairs, etc.). You preferably live in the Eastern Switzerland region and work in investment goods leasing or the banking sector. However, you are willing to travel to Zurich for the onboarding period and regularly attend meetings on-site or via digital channels. You are flexible in organizing your working hours and appreciate a high degree of autonomy. Are you dynamic, curious, exceptionally service-oriented, and appreciate varied activities? Then you are exactly right with us.

Your tasks

Acquisition of new vendors and leasing-affine companies in Eastern Switzerland
Advising corporate clients of various sizes as well as customer advisors of cantonal banks and other partners in Eastern Switzerland
Recording and evaluating the annual financial statements of our customers
Preparing and following up on customer meetings
Ensuring the high quality of business recording
Independently developing needs-oriented solution proposals
Independently and risk-aware approval of smaller leasing requests
Co-responsibility in the preparation of larger business credit requests
Supporting the conception of new consulting models, leasing offers, projects, and campaigns

Your profile

Completed banking training or equivalent basic education
Completed further education (professional certificate, HF, Bachelor, or comparable degree)
Several years of experience in credit business and corresponding knowledge in financial analysis of companies
Experience in active management of a customer portfolio
Above-average service orientation and team spirit as well as high willingness to take responsibility
Affinity and joy in structured acquisition of new customers in the corporate segment
Entrepreneurial thinking, strong negotiation skills
Good communication skills and enjoyment in exchange and dialogue with internal and external customers
Very good manners and a trustworthy and engaging personality

Our offer

High degree of independence and personal responsibility
Varied, broad, exciting, and dynamic range of tasks
Appreciative and respectful corporate culture of continuous (further) development
Your career is important to us as an employer, and therefore we actively promote it
Attractive additional benefits such as discounts and special conditions for banking transactions, support for public transport, supplementary insurance, pension benefits, and much more

Michael Vonlanthen
is happy to assist you.
Phone: 044 292 27 15