Customer Advisor: Private Customers

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:23 December 2025
Workload:100%
Place of work:Zürich

Job summary

Join our team in Zürich-City, dedicated to top-notch customer service. Embrace a career where you build lasting relationships with clients.

Tasks

Welcome clients and understand their individual needs and goals.
Provide advice on banking, savings, investments, and retirement.
Support clients in the digital world and schedule comprehensive consultations.

Skills

Completed commercial banking apprenticeship or equivalent education.
Several years of experience in financial product advisory and sales.
Strong customer service orientation and willingness to work shifts.

Is this helpful?

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

Our team at the headquarters Zurich-City has high standards for top advice for our customers. With this, we want to make a significant contribution so that we are perceived by our customers as their "close bank" for life and sustainable relationships can develop. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!

Your tasks

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 facilities

Your profile

Completed commercial banking apprenticeship or equivalent education
Several years of experience in consulting and selling financial and basic products
Enjoyment of active customer consulting and affinity for digital channels
High flexibility and ability to work in a team
Your communicative, trustworthy manner and confident appearance benefit you in customer contact
You score with your strong acquisition, sales, and service orientation
Willingness to work in shifts (alternating from approx. 08:00 – 17:00 or 08:30 - 17:30 or 09:30 – 18:30)

Our offer

An excellent, customer- and performance-oriented working atmosphere in a professional and competent team
Varied activity with exciting and challenging customers with great potential
Your career is important to us as an employer, and therefore we support and accompany you on your path
Central and modern workplace
Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, health insurance, and much more)

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