Customer Advisor Private Clients

About the job

At Clientis Sparkasse Sense, personal closeness to our customers is at the heart of what we do.

As a locally rooted regional bank in the Sense district, we combine customer proximity, reliability, and short decision-making paths with openness to new ideas. Our employees shape the bank with their personality, commitment, and connection to the region.

You enjoy approaching people, think entrepreneurially, and want to support customers in important financial matters over the long term? Then we are looking for exactly you for our locations in Tafers and Schmitten.

Customer Advisor Private Clients

80 – 100 % | Tafers and Schmitten

These are your main tasks:

• Comprehensive support and advice for our regional customers in the areas of financing, investing, and retirement planning
• Taking over and expanding a customer portfolio as well as building new customer relationships
• Review of financing applications
• Representing our bank at events and in direct customer contact

 What you bring with you:

• A successfully completed banking apprenticeship and preferably further training in banking or finance
• Professional experience in banking, in the areas of financing, investing, and retirement planning
• Good communication and presentation skills
• Enjoyment of direct customer contact, acquiring new customers, and building long-term relationships
• An engaged personality who likes to take initiative and quickly recognises customer needs and expectations

What we offer you:

You can expect varied tasks, a family-like and regionally anchored working environment, short decision-making paths, and plenty of scope for creativity. You will be part of a motivated team that lives customer proximity, reliability, and long-term relationships. Additionally, we offer attractive employment conditions and discounts on our banking products.

Does this challenge appeal to you?

Then we look forward to receiving your complete application.

  Do you have questions or would you like more information?

Ivan Brügger will be happy to provide you with information.

  Ivan Brügger  Chairman of the Executive Board  Clientis Sparkasse Sense  Mariahilfstrasse 4  1712 Tafers 

Telephone 026 494 58 00