Customer Advisor Basic Private Customers (a) 80 - 100%
Berner Kantonalbank AG (BEKB | BCBE)
Bern-Bundesplatz
Key information
- Publication date:02 September 2025
- Workload:80 – 100%
- Place of work:Bern-Bundesplatz
Job summary
Join BEKB as a Finanzcoach, where we inspire clients and team members alike. Enjoy a supportive work environment with growth opportunities.
Tasks
- Ensure personalized advice on basic financial products like saving and investing.
- Manage and develop your own client portfolio in the retail segment.
- Act as a host and main contact for client inquiries in the customer zone.
Skills
- Have a commercial background in banking and strong communication skills.
- Demonstrate high service orientation and a winning demeanor.
- Show initiative and entrepreneurial thinking.
Is this helpful?
We inspire sustainably – customers and team members alike. You too? Then you are the right fit for this exciting position as a financial coach, where you take responsible and committed care of your customers' advice. Let your ideas grow with us, together we offer more than banking.
How you inspire
- You ensure personal advice for basic products in the areas of numbers, saving, investing, and retirement planning
- You manage and develop your own customer portfolio in the private retail customer segment
- You take on the committed role of host and act as a contact person for all concerns in the customer zone
- You accompany and support our customers in integrated self-service and in dealing with digital tools
What you bring
- You have a commercial basic education in the banking sector
- You love direct customer contact and have good communication and presentation skills
- You bring a high service orientation with a courteous and winning manner
- You have a high level of initiative as well as entrepreneurial thinking
We are committed to you!
- Promotion of your individual development needs, both in terms of time and finances
- Flexible working arrangements (part-time, job sharing, home office, annual working hours)
- Between 25 – 30 vacation days per year
- Sustainable compensation: no individual bonuses, but profit sharing for all employees
- How we interact: informal culture - open – personal – team-oriented
René Schläppi
HR Business Partner
Your BEKB
For pioneers, bridge builders, and future shapers: The BEKB Group has a lot to offer you as an employer – far more than banking. In the Bern/Solothurn region, we advise and support private and corporate customers with innovative financial services. The needs of our customers are always the focus of our daily work. With our IT subsidiary aity AG, we create the right technical conditions for this.
The well-being of our employees is close to our hearts. We promote young and experienced talents in their development, advocate for individual and flexible working arrangements, and pave the way for our employees to training and career opportunities . Our open and positive corporate culture is at the forefront. Trust, commitment, and sustainability are firmly anchored with us; diversity , collaboration, and humor are part of our DNA.
About the company
Berner Kantonalbank AG (BEKB | BCBE)
Bern-Bundesplatz
Reviews
4.7
- Management style4.5
- Salary and benefits4.5
- Career opportunities4.5
- Working atmosphere5.0