Customer Advisor: Private Customers

21 August 2025
100%
Küsnacht ZH

Job summary

Join our passionate team in Küsnacht ZH, dedicated to exceptional customer service. Enjoy a supportive work environment with growth opportunities.

Tasks

Welcome customers in our branch and assess their needs.
Advise clients on finances, saving, and investment strategies.
Guide customers into the digital banking world seamlessly.

Skills

Completed commercial banking education or equivalent experience.
Strong customer advisory and sales skills.
Excellent communication and relationship-building abilities.

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About the job

80% - 100% | Sales and Customer Consulting | Küsnacht ZH | Experienced Professionals

Our team in the branches Zumikon and Küsnacht 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. 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
Handling cash transactions, currency exchange, and precious metal transactions as well as managing ATMs, recyclers, and safe facilities
Option to take on the role of practical trainer

Your profile

Completed commercial banking apprenticeship (EFZ) or equivalent banking qualification, as offered by CYP or other recognized institutes
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

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, health insurance, and much more)

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