Customer Advisor: Private Customers

Publication date:20 November 2025
Workload:100%
Place of work:Hinwil

Job summary

Join our team in Hinwil, where we prioritize exceptional customer service. Enjoy a supportive work environment with great benefits.

Tasks

Lead the Hinwil branch, focusing on organization and sales activities.
Engage with customers to identify needs and provide tailored financial advice.
Train staff and facilitate digital transitions for clients.

Skills

Completed commercial banking apprenticeship or equivalent experience.
Strong customer advisory skills and digital affinity.
Excellent communication and self-management abilities.

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About the job

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

Our team in the branches Rüti, Hinwil and Wald has high standards for top advice for our customers. With this, we want to make a significant contribution to being perceived by our customers as their "close bank" for life and to create sustainable customer relationships. This is how we live the values of Zürcher Kantonalbank in everything we do: inspiring, responsible, and passionate!

In this role, you take on the responsibility for the Hinwil location in the areas of organization, security, implementation of sales activities, and training of employees.

Your tasks

Location responsibility for the Hinwil branch
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
Working as a practical trainer

Your profile

Completed commercial banking apprenticeship or equivalent education
At least 3 years of experience in consulting and selling basic financial products
Enjoyment of active customer consulting and affinity for digital channels
Your communicative, trustworthy manner and confident appearance are appreciated
You work independently and like to take responsibility
You score with your 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 and expansion of your network, as you work at various locations
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, health insurance, and more)

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