Inbound and Outbound Customer Advisor and Customer Zone (m/f/d)

80-100%

We are the bank of Helvetia – an innovative financial service provider that intelligently combines banking and insurance. Setting new standards together and shaping the future means more to us than simply completing tasks. Here you work with people who take responsibility, have high standards, and have the courage to explore new paths. With us, you will find an environment where trust and performance go hand in hand, and your ideas, initiative, and contribution count. This gives you the opportunity to truly make a difference for our customers, your team, and your personal development.

What you achieve

As part of the Helvetia Group, our 30-member team is responsible for the physical and digital customer advisory services of Baloise Bank. The focus of this role is inbound customer advice at the Solothurn location. The role is complemented by targeted outbound activities as well as assignments at our locations in Solothurn, Olten, Grenchen, and Dornach. Whether in person, by phone, or digitally via email and messenger: we are looking for committed individuals who live customer contact and want to take responsibility in a diverse advisory environment.

• You act as the first point of contact and ensure an outstanding customer experience – primarily in the Inbound team in Solothurn.
• You provide competent advice in basic banking, ensure smooth processing of counter transactions together with the team, and refer customers to our specialist departments if necessary.
• You provide seamless support in the outbound area as well as on-site in our customer zones (Solothurn, Olten, Grenchen, Dornach).
• You actively participate in service, sales, and customer retention campaigns and generate leads.
• You contribute proactively and help to continuously optimise our processes.

What you bring

• Completed commercial basic training in the banking or financial services sector
• Solid practical experience in customer service (customer zone, inbound or contact centre)
• Fluent German
• French is a must for this position; additional foreign language skills are an advantage
• Confident handling of digital communication channels; Avaloq knowledge is a plus
• Flexibility for assignments at our decentralised locations
• Structured working style combined with high empathy and initiative

Collaboration that makes a difference

We believe in collaboration on equal footing, mutual trust, and people who want to take responsibility. Different perspectives help us develop better solutions – for our customers as well as for us as a team.

Contact

Petra Fässler Wälti

HR Business Partner +41 58 285 3570

Your manager

Tamara Ammendolia Head of Customer Service Bank, Service Line