Customer Advisor: Private Customers

23 December 2025
100%
Zürich

Job summary

Join our dynamic team in Zürich-City, where excellence in customer consulting is paramount. Experience a supportive work environment, with opportunities for growth and attractive benefits.

Tasks

Welcome customers in our customer hall and assess their needs.
Advise clients on savings, investments, and digital transitions.
Facilitate appointments and manage cash transactions efficiently.

Skills

Completed commercial banking apprenticeship or equivalent experience.
Strong customer service skills with a focus on digital channels.
Excellent communication abilities and a proactive sales approach.

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About the job

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

Our team at the headquarters Zurich-City 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 be created. 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 systems

Your profile

Completed commercial banking apprenticeship (EFZ) or equivalent banking training, as offered by CYP or other recognized institutes
Several years of experience in consulting and selling financial and basic products
Enjoyment of active customer consulting and affinity for digital channels
High flexibility and teamwork skills
Your communicative, trustworthy manner and confident appearance benefit you in customer contact
You score with your strong acquisition, sales, and service orientation
Willingness to work shifts (alternating from approx. 08:00 – 17:00, 08:30 - 17:30, or 09:30 – 18:30)

Our offer

An excellent, customer- and performance-oriented working atmosphere in a professional and competent team
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
Central and modern workplace
Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, health insurance, and more)

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