Private Customer Advisor Individual 80-100% (m/f/d)

About the job

Personal. Reliable. Regional.

Since 1836, Bank Leerau Cooperative has been an independent, regionally anchored bank, focusing on mortgage business. We combine tradition with modern processes and value personal advice and long-term relationships.

Work where the ordinary becomes special. Your contribution makes the difference.

With us, you are not just an employee, but actively shape and make an important contribution to the success of our bank.

What to expect

You will manage an existing private customer portfolio and actively expand it. You will advise your customers holistically in the areas of financing, investing, and retirement planning. Thanks to your engaging personality, you recognise needs early and offer suitable solutions.

Your main tasks include:

• Managing and expanding your own private customer portfolio
• Developing financing solutions and loan applications
• Acquiring new customers
• Opening and documenting customer relationships
• Independent and careful completion of administrative tasks
• Representing the bank at customer events and in the region

What you bring with you

• Completed banking training or equivalent education with experience in banking
• Proven professional knowledge in financing, investing, and retirement planning
• Enjoyment of active customer advice
• Sales strength and pronounced service orientation
• Independent, reliable, and responsible working style
• Flexibility and ability to work in a team

What you can look forward to

• Responsible and varied area of responsibility in a collegial team
• Short decision-making paths and lean structures
• Personal development opportunities and attractive employment conditions
• Flexible working hours, modern infrastructure as well as additional benefits in the area of retirement provision and internal bank discounts
• Joint events that strengthen team spirit and enrich everyday work

For information, Enzo Frizzi, Head of Private Customer Advisory, is happy to assist you at 062 739 38 49.

We look forward to receiving your application addressed to Vera Mahni, Assistant to the Management.

Job advertisement as PDF