Corporate Customer Advisor: Direct Bank

Zürcher Kantonalbank und ihre Tochtergesellschaften

Zürich

Key information

Publication date:18 September 2025
Workload:100%
Place of work:Zürich

Job summary

Join our dynamic team in Zürich, supporting over 70,000 companies. Embrace a vibrant work environment with growth opportunities.

Tasks

Advise entrepreneurs for a smooth start in their self-employment.
Provide consultations for corporate finance and private needs.
Evaluate and approve financing applications, monitoring credits.

Skills

Bank training or equivalent experience, with financial expertise.
Strong communication skills for client consultations.
Fluency in German and English; additional languages are a plus.

Is this helpful?

60% - 100% | Direct Bank / Service Center, Sales and Customer Consulting | Zurich | Experienced Professionals

With great passion, we support more than 70,000 corporate customers throughout their business events. We act as sparring partners for SMEs from founding to business succession as well as for all private concerns of entrepreneurs. If you are an enthusiastic person with a passion for corporate customers and want to actively shape the future of our division, we look forward to your application.

Your tasks

Active consulting of founders for a quick and smooth start into self-employment
Providing telephone and personal consultations for corporate customers (business and real estate financing, payment transactions, investments, pension plans) as well as for private concerns of entrepreneurs (real estate financing, investments, pension plans)
Reviewing, applying for, and approving financing (including mortgages, leasing, and loans) as well as monitoring credit commitments
Active needs and potential analysis as well as structured potential recognition and exploitation using our digital consulting platform

Your profile

Bank apprenticeship or equivalent training with relevant banking experience
Advanced training or currently in training (professional certificate HF, Bachelor or comparable degree in business administration / banking and finance)
Several years of experience in financing and investment business
Passionate about ideas and challenges of corporate customers
Communicative personality with experience in customer consulting by phone and in personal meetings
Very good German and English skills, additional language skills are an advantage

Our offer

Exciting and varied activity in an agile and lively team
Our working style is self-determined – this brings responsibility, offers opportunities for design and freedom
We invest heavily in our employees and offer individual training opportunities
A centrally located workplace in the vibrant District 5 (near Hardbrücke station) and on some days the possibility to work at one of the external locations
Various events and internal networks offer you the opportunity to network quickly
Attractive overall package, which besides an attractive base salary and variable compensation offers many benefits and discounts – from A like pension provision to Z like zoo tickets

Jasmin Flammer
is happy to help you.
Phone: 044 292 30 39