Personal Banking Advisor

About the job

Welcome to Bank Avera – Your Opportunity as a Personal Banking Advisor

As the largest regional bank in the canton of Zurich, we are present with ten branches and over 180 employees in the Zurich Oberland, on the right shore of Lake Zurich, and in the city of Zurich. With modern banking and comprehensive financial advice, we offer our customers personal added value – since 1828. Become part of our team and actively shape the future of banking!

Personal banking advisors manage their own customer portfolio at a branch location or within a branch network in the retail banking segment and provide holistic advice to customers in the areas of payments/savings, financing, investing, and pension provision.

Your Responsibilities

• Acquisition of new customers and active expansion of the customer business to further position the branch network in the market.
• Management of your own customer portfolio and comprehensive advice to assigned personal customers in the areas of payments/savings, financing, investing, and pension provision.
• Identifying customer needs and actively selling products and services tailored to those needs.
• Exploiting and further developing existing customer relationships and referring customers with more complex needs to the responsible internal sales units (Private Banking, Corporate Clients, Advisory Centre).
• Reviewing and preparing loan applications; exercising your own approval authority or forwarding to the appropriate approval body.
• Representation duties in the catchment area of the branch or branch network.

Your Profile

• Commercial basic training (preferably in the banking sector)
• Specialist further training (e.g. financial planner with federal diploma or similar)
• Advanced, specialised expertise in the areas of payments/savings, financing, investing, and pension provision
• Several years of experience managing your own customer portfolio
• Strong customer orientation and entrepreneurial mindset
• High acquisition competence, sales-oriented, skilled in negotiation and closing
• Enthusiastic, communicative, strong in contact and with a winning manner
• Efficient and precise working style
• Proactive, committed and flexible

What We Offer

• Responsible and varied activities
• Attractive employment conditions and progressive social benefits
• Collegial and appreciative working atmosphere
• Modern workplaces and flexible working time models

How to Apply

Have we piqued your interest? Then we look forward to receiving your application via our online application tool.