Customer Advisor: Private Customers
Dübendorf
Key information
- Publication date:13 August 2025
- Workload:100%
- Place of work:Dübendorf
Job summary
Join our dynamic team in Dübendorf, focusing on customer service. Enjoy a collaborative environment with great benefits!
Tasks
- Welcome customers and assess their individual needs effectively.
- Provide advice on savings, investments, and financial products.
- Facilitate digital transitions and manage customer accounts efficiently.
Skills
- Completed banking education with 2 years of relevant experience.
- Strong communication skills and customer-oriented approach.
- Flexibility and a proactive attitude towards acquiring new clients.
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80% - 100% | Sales and Customer Consulting | Dübendorf | Experienced Professionals
Our 13-member team is the first point of contact for our customers in the branches Dübendorf, Volketswil and Fehraltorf. We support and advise customers on our basic banking products and are the business card of our bank. Therefore, we have high standards for our consulting and thus make a significant contribution to "the local bank." Our goal is to build sustainable customer relationships based on our values – inspiring, responsible, and passionate.
You enjoy customer contact, are empathetic and communicative? Then we look forward to your reinforcement.
- 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
- Opportunity to take on the role of practical trainer
- Completed banking apprenticeship or equivalent education
- Professional experience (2 years) in consulting and sales of basic financial products
- Enjoyment of active customer consulting and affinity for digital channels
- Flexibility and willingness for job rotation in the branches Dübendorf, Volketswil, and Fehraltorf
- Your communicative, trustworthy manner and confident appearance are appreciated
- You score with your strong acquisition, sales, and service orientation
- Passionate and committed team with a lot of experience and open to new things – our success lies in teamwork
- Varied activity with exciting customer contacts and many networking opportunities, as you work at different locations
- We offer you space for your ideas and thus shape the bank of tomorrow
- Various events and internal networks offer you the opportunity to network quickly
- Your career is important to us as an employer, and therefore we support and accompany you on your path
- Long-term perspectives in a stable, sustainable environment at one of the safest universal banks in the world
- Attractive overall package with interesting additional benefits and employee discounts (public transport, sports, leisure, childcare, health insurance, and more)
is happy to help you.
Phone: 044 292 27 19
About company
Dübendorf
Reviews
- Management style1.0
- Salary and benefits4.0
- Career opportunities1.5
- Working atmosphere3.5