Customer Advisor: Private Customers

Zürcher Kantonalbank

Zürich

Key information

Publication date:19 July 2025
Workload:100%
Place of work:Zürich

Job summary

Join our dynamic team in Zürich as a Customer Advisor. Enjoy a collaborative work environment with great benefits!

Tasks

Advise clients on accounts, savings, investments, and pensions.
Identify client needs and potential for further services.
Facilitate digital transitions for clients and acquire new ones.

Skills

Completed commercial banking training or equivalent experience.
Strong communication and trust-building abilities.
Sales-oriented with a knack for customer engagement.

Is this helpful?

80% - 100% | Sales and Customer Consulting | Zurich | Experienced Professionals

Our team in the branches Zurich-Oerlikon, Schwamendingen and Regensdorf 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 create sustainable customer relationships. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!

Your tasks

Advising private customers in the areas of numbers (account and card range), saving, investing, and pension
Recognizing potential and determining needs
Scheduling appointments by phone and conducting comprehensive advisory discussions
Accompanying our customers into the digital world
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
Option to take on the role of practical trainer

Your profile

Completed commercial banking apprenticeship or equivalent education
Experience in consulting and selling basic financial products
Enjoyment of active customer consulting and affinity for digital channels
Communicative, trustworthy manner and confident appearance
You score with your high acquisition, sales, and service orientation
English, French, Italian or other languages are an advantage

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 customer contacts
Expansion of your network as you work at various locations
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 more)

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