Corporate Customer Advisor: Direct Bank

Zürich

Key information

Publication date:08 July 2025
Workload:100%
Place of work:Zürich

Job summary

Join our dynamic team in Zürich supporting over 70,000 SMEs! Enjoy a collaborative work environment with great benefits.

Tasks

Consult with founders for a smooth start to their businesses.
Provide personalized advice for corporate and personal financial needs.
Assess and approve financing applications, including loans and mortgages.

Skills

Banking qualification or equivalent with relevant experience required.
Strong communication skills in German and English needed.
Experience in customer consulting via phone and in person essential.

Is this helpful?

60% - 100% | Direct Bank / Service Center, Sales and Customer Consulting | Zurich | Experienced Professionals

With great passion, we support more than 70,000 corporate clients along their business events. We act as a sparring partner for SMEs from the founding stage to succession planning, as well as for all private concerns of entrepreneurs. If you are an enthusiastic person with a passion for corporate clients and want to actively shape the future of our area, we look forward to your application.

Your Tasks – Shape More

Active consulting for founders for a quick and smooth start into self-employment
Providing telephone and personal consultations for corporate clients (business and real estate financing, cash management, investments, retirement planning) as well as for private concerns of entrepreneurs (real estate financing, investments, retirement planning)
Reviewing, applying for, and approving financing (including mortgages, leasing, and loans) as well as monitoring credit commitments
Active needs and potential analysis as well as structured potential recognition and utilization with the help of our digital consulting platform

Your Profile – Bring More

Bank apprenticeship or equivalent training with relevant banking experience
Higher education or currently in training (professional certificate HF, bachelor's degree or comparable qualification in business administration / banking and finance)
Several years of experience in financing and investment business
Enthusiastic about ideas and challenges from corporate clients
Communicative personality with experience in customer consulting by phone and in personal conversations
Very good German and English skills, additional language skills are an advantage

Our Offer – Get More

Exciting and varied activities in an agile and lively team
Our way of working is self-determined – this brings responsibility, offers opportunities for design, and provides freedom
We invest a lot in our employees and offer individual training opportunities
A centrally located workplace in the vibrant district 5 (near Hardbrücke train station) as well as the possibility to work at one of the external locations on certain days
Various events and internal networks give you the opportunity to network quickly
Attractive overall package, which offers many benefits and perks in addition to the attractive base salary and variable compensation – from A for retirement planning to Z for zoo tickets

Michael Vonlanthen
looks forward to helping you.
Phone: 044 292 27 15