10 hours ago
Customer Advisor Financing Transactions (a) 80 - 100%
- 06 April 2026
- 80 – 100%
- Olten
Job summary
Join BEKB as a Finanzcoach, where we inspire sustainably! Engage with clients in a supportive environment and enjoy great benefits.
Tasks
- Work closely with partners in the mortgage brokerage business.
- Advise clients responsibly, focusing on financing and retirement.
- Build and maintain long-term customer relationships sustainably.
Skills
- Experience in banking, ideally with private customer support and financing.
- Excellent communication skills in German, with French or Italian preferred.
- Proactive, entrepreneurial mindset and customer-oriented approach.
Is this helpful?
About the job
We inspire sustainably – customers, intermediaries, and team members alike. You too? Then you are the perfect fit for this exciting position as a financial coach, where you take responsible and committed care of your customers' advice. Let your ideas grow with us; together we offer more than banking.
How you inspire
- You work side by side with our valued cooperation partners in the mortgage intermediary business, your helpful team members, and qualified specialists
- You advise your customers with commitment and responsibility, especially in telephone and digital contact, on financing and provision topics
- You support and advise your mortgage customers, mostly living outside the cantons of Bern and Solothurn, throughout their life cycle and at key events
- You maintain long-term customer relationships and sustainably expand them in your own customer portfolio
What you bring
- You have professional experience in banking, ideally with proven experience in private customer service and financing business
- With very good language skills in German (preferably also in French or Italian), you convince in advising and supporting your customers
- You are equipped with good communication and presentation skills and appreciate an open feedback culture
- You are a committed personality who likes to take initiative, thinks entrepreneurially, and acts customer-oriented
We are committed to you!
- Promotion of your individual development needs, both in time and financially
- Flexible working arrangements (part-time, job sharing, home office, annual working hours)
- Between 27 – 30 vacation days per year
- Sustainable compensation: no individual bonuses, but profit sharing for all employees
- How we interact: informal culture - open – personal – team-oriented
Martin Flury
HR Business Partner
Your BEKB
For pioneers, bridge builders, and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate customers with innovative financial services. The needs of our customers are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.
The well-being of our employees is close to our hearts. We promote young and experienced talents in their development, advocate for individual and flexible working arrangements, and pave the way for our employees for training and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment, and sustainability are firmly anchored with us; diversity , collaboration, and humor are part of our DNA.
About the company
Reviews
4.7
- Management style4.5
- Salary and benefits4.5
- Career opportunities4.5
- Working atmosphere5.0