Bank Cler AG
Last month
Customer Advisor Basic Lucerne (m/f)
- Publication date:10 September 2025
- Workload:100%
- Contract type:Unlimited employment
Job summary
Join a dynamic bank offering diverse financial services. Enjoy a supportive work environment with great benefits.
Tasks
- Advise clients on payments, savings, investments, and retirement.
- Proactively manage and expand the existing client portfolio.
- Connect clients with specialized departments and excite them about our offerings.
Skills
- Commercial training in the financial sector is required.
- Strong communication skills and a passion for sales.
- Curiosity about new technology and digitalization.
Is this helpful?
About the job
Your new job
- Comprehensively and needs-based advise customers in the areas of payment transactions, saving, investing, and pension provision
- Proactively manage and expand the existing team customer book
- Refer customers to other specialist departments
- Inspire customers for our excellent products and services
We benefit from this
- Enjoyment in contact with people
- Fun in selling
- The ability to inspire customers
- Commercial training in the financial sector
- Curiosity and openness towards new technology and digitalization
This is how you benefit
- An open approach to the topic of money, including regarding pay equality – which we really have
- Exciting development opportunities – and we are there to support you with advice and assistance
- Working in an uncomplicated, committed, and motivated team
- A modern, centrally located workplace with a fresh look
- Do you expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it is about professional matters, Hubert Renggli, branch manager, looks forward to your call at 041 226 46 34. For all other questions about working at perhaps the coolest bank in Switzerland, Marijan Davidovic, HR Business Partner, is available at 044 218 63 01.
P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!