Menzingen
Customer Advisor or Private Customer Advisor with Counter Duties
- 05 September 2026
- 60 – 100%
- Permanent position
- German (Fluent)
About the job
Are you looking for a job where you feel comfortable and can make a difference at the same time? Then come to us – a successful, locally rooted bank with a family-like team spirit! Whether full-time or part-time, you will find the perfect balance between work and leisure with us. Your workplace? Modern, central, and surrounded by opportunities for sporting and relaxing recreation – perfect for clearing your mind.Customer Advisor or Private Customer Advisor with Counter Duties
What awaits you?
What awaits you?
- Needs-oriented, individual, holistic and solution-focused support of our customers in the segments of saving, payments, investing and retirement planning
- Opportunity to build your own customer portfolio
- Co-management of the advisor team’s customer portfolio
- Professional and needs-based advice on our products and services
- Reception and care of customers as well as cash handling including management of cash devices
- Identifying needs and referring customers to the responsible specialist advisors
What we offer you:
- A varied role with development opportunities
- Contemporary remuneration
- A warm, open team that enjoys working and celebrates shared successes
- Modern office spaces
- Half-day off on your birthday
- Preferential conditions on our banking products – just for you!
- Permanent employee discounts via Swibeco at well-known brands
What you bring with you:
What you bring with you:
- A completed banking apprenticeship and practical experience in customer service
- Knowledge in investment advice is an advantage
- Enjoyment of direct customer contact – you know how to inspire people
- A confident, professional appearance – no matter how hectic it gets
- Teamwork is more than just a word for you – you like to work together to achieve goals
- Flexibility, helpfulness and a positive attitude
- Good communication skills – you can express your ideas clearly and concisely
We foster a family-like environment
Cooperative values are our cornerstones: Together. For each other. They shape our collaboration and how we interact with one another. The informal "du" culture creates personal closeness and equality across all levels of function.
We live diversity and equal opportunities
We promote the different perspectives, experiences and skills in our teams. Because this diversity makes us special and contributes decisively to our success.
We support personal and professional development
Lifelong learning is part of our culture. We create space for individual professional and personal development and support our employees specifically – with a diverse internal training offer as well as a cost contribution for external further education.
We offer attractive conditions and social benefits
Our employees benefit from exclusive advantages on banking products, various shopping discounts with third parties as well as an above-average pension provision.
Do you have questions?
For content-related questions about the position:
Patrizia Lüthi
Head of Customer Advisory
041 757 20 82
For questions about the application process:
Markus Rauber
Head of Services
041 757 20 55
We look forward to your online application
About us