Customer Advisor: Private Customers

08 April 2026
100%
Zürich

Job summary

Join our experienced team in Zurich's Witikon branch! Enjoy a dynamic work environment and great benefits.

Tasks

Lead the Witikon branch and ensure top-notch customer service.
Identify customer needs and provide tailored financial advice.
Support clients in navigating the digital banking world.

Skills

Completed commercial banking apprenticeship or equivalent experience.
Strong communication and relationship-building skills.
Sales-focused with a passion for customer advisement.

Is this helpful?

About the job

60% | Sales and Customer Consulting | Zurich | Experienced Professionals

Our team in the branches Witikon, Neumünster and Klusplatz 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 to develop. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!

In this role, you take on the responsibility for the Witikon location in the areas of organization, security, implementation of sales activities, and training of employees.

Your tasks

Location responsibility for the Witikon branch
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 systems
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 practical professional 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
Diverse opportunities for personal and professional development
Your career is important to us as an employer, and therefore we support and accompany you on your path
Comprehensive overall package, which besides an attractive base salary and variable compensation offers many benefits and discounts – from A for retirement provision to Z for ZVV bonus pass

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