Mobile Consultant for Private and Business Customers 80 - 100 %

24 April 2025
80 – 100%
St. Gallen

Job summary

Join Valiant to simplify life and embrace opportunities together. Enjoy a dynamic work environment with diverse benefits.

Tasks

Act as a key contact for self-employed individuals and SMEs, providing holistic advice.
Build and expand your own customer portfolio with tailored solutions.
Professionally sell our products and services to meet customer needs.

Skills

Banking education with several years of credit experience required.
Strong communication and customer service orientation essential.
Ability to recognize needs and build a wide relationship network.

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About the job

Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who drive simplicity forward together with us.

You will

be the competent contact person for self-employed persons, SMEs and selected private customers and advise them holistically
build up and further expand your own customer portfolio
sell our products and services professionally and according to needs
spend about 50% of the time outside the branch, on site with customers
refer customers to other segments within the framework of cross-/upselling

You bring

a banking education and several years of experience, especially in the credit sector
up-to-date expertise and a completed bank-specific further education
affinity and experience in acquisition as well as enjoyment of daily customer contact with the ability to recognise needs and expectations
high independence and high mobility
strong communication skills, goal- and service-orientation
enjoyment of daily customer contact and recognising needs and expectations
a broad network of relationships
persuasiveness and assertiveness

Questions about the application process

Ms Anita Pape, HR Consultant, will be happy to provide you with information.

About us

Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers and SMEs a comprehensive, easily understandable range of financial services. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug and Zurich. In addition, it is present throughout Switzerland thanks to innovative digital services. Valiant has a balance sheet total of 38.2 billion Swiss francs and employs around 1200 staff – including over 70 trainees.