Customer Advisor: Private Customers

Zürcher Kantonalbank und ihre Tochtergesellschaften

Rüti ZH

Key information

Publication date:31 October 2025
Workload:100%
Place of work:Rüti ZH

Job summary

Join our dedicated team in Rüti, Wald, and Hinwil for a fulfilling role. Enjoy a supportive work environment with great benefits.

Tasks

Welcome customers in the customer hall and assess their needs.
Provide guidance on finances, savings, investments, and retirement.
Facilitate digital transitions and conduct comprehensive consultations.

Skills

Commercial banking apprenticeship or equivalent required.
Strong customer service orientation and communication skills.
Experience in financial product sales and client acquisition.

Is this helpful?

80% - 100% | Sales and Customer Consulting | Rüti ZH | Experienced Professionals

Our team in the branches Rüti, Wald and Hinwil 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 create sustainable relationships. 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 including 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
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
Your career is important to us as an employer, and therefore we support and accompany you on your path
Attractive overall package with interesting additional benefits and employee discounts (ÖV, sports, leisure, childcare, health insurance, and more)

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