Corporate Customer Advisor

Rüti ZH

Key information

Publication date:09 July 2025
Workload:100%
Place of work:Rüti ZH

Job summary

Join a successful team in Rüti and Wetzikon, advising entrepreneurs on finance. Experience a supportive work environment with growth opportunities.

Tasks

Manage an attractive existing client portfolio of entrepreneurs.
Leverage sales experience to acquire new clients successfully.
Evaluate and process financing requests while monitoring credit engagements.

Skills

Commercial training, preferably in the banking sector.
Strong sales talent and negotiation skills are essential.
Excellent customer service and engagement are required.

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

We are proud to advise and support demanding entrepreneurs with their companies in all financial matters, together with an experienced and successful team in Rüti and Wetzikon.

In this interesting role, you will manage an attractive existing customer portfolio with entrepreneurs from the Rüti region. Our team is organized in a "hub structure" and operates from the locations of Rüti and Wetzikon.

Your Tasks – Shape More

As a customer advisor, you will advise exciting companies and their representatives on financing, investments, retirement planning, succession, and cash management
You know how to successfully tap the potential of existing customers and acquire new customers thanks to your experience in sales and consulting
As a motivated representative of our bank, you will position it professionally both internally and externally
Your responsibilities also include the examination, application, and approval of financing requests as well as the monitoring of credit commitments, taking into account yield and risk aspects
Opportunity to act as deputy for the team leader Hub Rüti / Wetzikon

Your Profile – Bring More

Commercial basic training, preferably in the banking sector
Higher education (certificate, HF, bachelor's degree, or equivalent)
Experience in financing business (preferably in the corporate customer sector) and skilled in processing financing transactions
Good knowledge in investment and financing business, law, taxes, business, and economics
Sales talent and negotiation skills
Strong customer and service orientation
Committed, performance-oriented, and goal-oriented with a positive demeanor
Enjoyment of exchange and dialogue with internal and external customers

Our Offer – Get More

Work on challenging and relevant issues in close collaboration with internal interfaces
Be part of a strong, well-networked, and valued team within the bank
Opportunities for professional and personal development
An employer that cares for its employees and invests in them
An attractive overall package with extensive benefits and perks from A for retirement planning to Z for zoo tickets

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