Baloise Versicherung AG
Solothurn
2 quarters ago
Corporate Customer Advisor Bank | 80% - 100 %
- Publication date:17 June 2025
- Workload:80%
- Place of work:Solothurn
Job summary
Join a dynamic team at a leading bank focused on business consulting. Enjoy a collaborative work culture with client engagement.
Tasks
- Manage and develop a portfolio of corporate clients.
- Acquire new clients through networking and outreach efforts.
- Coordinate credit reviews and participate in client events.
Skills
- Commercial education and several years of banking experience required.
- Knowledge in mortgage financing and investment property funding.
- Fluent in German and ideally conversational in French.
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About the job
Your Job in Brief
In this exciting position, you take on customer responsibility in the area of corporate customer consulting. You are responsible for a developing customer portfolio and help significantly to further develop it.
What Awaits You
In our banking division, you join an organization characterized by a very familiar atmosphere, short distances, and direct customer contact. You can expect a very diverse range of tasks.
Your tasks with us are:
- You independently advise your own portfolio of corporate customers of the bank, focusing on loans and mortgages.
- You acquire new customers from your own network or other sales channels and expand existing customer positions.
- You mediate further business opportunities within the bank and insurance.
- You prepare and coordinate credit reviews, including customer meetings.
- You participate in customer events of Baloise and take care of your customers there.
Your Team
We are a small and experienced team specialized in financing corporate customers at the bank's headquarters in Solothurn. We maintain a very collegial interaction and support each other in our efforts around our customers. We look forward to meeting you!
What We Expect
You bring an inspiring spirit and the desire to leave your own mark. You set impulses, give topics a face, and shape our interaction with your ideas.
Freedom to shape things does not deter you – on the contrary: you use it to make a difference with small or large steps.
This is not a solo run but a joint journey. Let us inspire, challenge, and think further together.
Your qualifications:
- You have a commercial basic education as well as several years of professional experience at a bank in Switzerland.
- You have knowledge in the mortgage financing business, ideally also regarding the financing of investment properties.
- Ideally, you have completed further training in the financial sector.
- You are a flexible, service- and solution-oriented personality with a quick grasp and open to changes.
- Customer focus is important to you: it is about individually optimal solutions and precise processing. You work in a structured and careful manner.
- In addition to the German language, you ideally also master the French language at least to the extent that you can independently answer or process simpler customer inquiries orally and in writing (Level B1).
- Knowledge of the banking software Avaloq is an advantage.