Customer Advisor: Private Customers

Publication date:05 December 2025
Workload:100%
Place of work:Wädenswil

Job summary

Join our experienced team in Wädenswil, Richterswil, and Horgen! Enjoy a collaborative environment with great opportunities.

Tasks

Welcome clients and assess their individual needs and goals.
Provide financial advice on saving, investing, and retirement.
Support clients in transitioning to digital banking solutions.

Skills

Completed commercial banking apprenticeship or equivalent experience.
Strong customer advisory and sales experience in finance products.
Excellent communication skills and a trustworthy demeanor.

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About the job

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

Our team in the branches Wädenswil, Richterswil and Horgen 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 systems
Option to take on the role of practical trainer

Your profile

Completed commercial banking apprenticeship or equivalent education
Several years of experience in consulting and selling basic financial products
Enthusiasm for active customer consulting and a strong affinity for digital channels
Your communicative, trustworthy personality and confident appearance convince in customer contact
You are characterized by a 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 activities with exciting customer contacts
Expansion of your network as you work at various locations
You can contribute based on your strengths
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 (public transport, sports, leisure, childcare, and more)

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