Individual Customer Advisor
Key information
- Publication date:26 November 2025
- Workload:100%
- Contract type:Unlimited employment
- Place of work:Cernier
Job summary
Join BCN, a close-knit bank in the canton, dedicated to quality service. Enjoy a supportive work environment and strong ESG commitments.
Tasks
- Manage and develop a portfolio of mortgage and investment clients.
- Provide comprehensive advice focused on client needs across various areas.
- Ensure follow-up on cases, including CRM reporting and documentation.
Skills
- Commercial training with a higher diploma and 2 years of client advisory experience.
- Excellent interpersonal skills and a strong commercial sense.
- Team player with a good listening ability and sense of responsibility.
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Individual Customer Advisor
A locally established community bank in the canton, BCN is a human-sized bank offering quality services to its private customers and businesses. Proud of our commitments based on ESG principles, recognized as an eco-company and as a fair employer, we strongly contribute to the regional economic life and consider that our success is closely linked to the professional and human qualities of our employees. For you, are autonomy, commitment, responsibilities, projects, sustainable development, and training meaningful words? We would be pleased to discuss with you how they could help reveal your talents within our organization.
In view of a future retirement departure, we are looking to complete our team at the Vallées Advisory Center in Cernier with a
Individual Customer Advisor
Your missions
- Manage, retain, and develop a portfolio of mortgage and investment clients
- Advise customers comprehensively and needs-oriented in various areas such as mortgages, investments, savings, and pension plans
- Ensure follow-up of files (management of deadlines, CRM reporting, basic documentation, etc.)
- Negotiate and argue financial conditions
- Maintain contact by organizing regular appointments with customers
- Provide information on banking services in general and promote the offers provided by the bank
Your profile
- Commercial training completed with a higher diploma (bank economist, IAF or HEG), completed or in progress
- Experience of at least 2 years in customer advisory, acquired in Switzerland
- Strong interest in finance
- Knowledge of the local market
- Native French speaker, ideally fluent in English and/or German at B2 level
Your personal qualities
- Excellent interpersonal skills, developed commercial sense, and real understanding of customer needs
- Sense of responsibility and initiative
- Ability to work in a team, open-minded, with good listening skills
- Good ability to present and represent the bank
Your opportunities
- Certified and job-oriented training
- First-class social benefits and attractive working conditions
- Varied work in a dynamic atmosphere
- A pleasant, recently renovated workplace
Workplace / department: Cernier / Individual Customers Vallées Region
Start date: immediately or by agreement
Application deadline: December 31, 2025
