Customer Advisor PostFinance Corner
PostFinance Ltd is a FINMA-regulated Swiss financial institution and systemically important bank serving private and business customers with payments, savings, investments, pensions and digital banking solutions.
About PostFinance Ltd
PostFinance Ltd is a private-law Swiss company and wholly owned subsidiary of Swiss Post Ltd. It operates banking and financial-services products, including digital payments, savings, investing, retirement services, e-trading, and currently available cryptocurrency trading, custody and Ethereum staking.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
In the new shop-in-shop concept in a post office branch, you will be close to customers. You will actively approach walk-in customers, identify their needs, advise them and sell investment, pension, payment and savings products. You will develop tailored solutions and close sales, and pass on further potential in financing and pension to internal specialists.
Requirements
- Good knowledge of banking or finance through education, training or experience
- Enjoyment of sales and sense for customer needs
- Open, communicative personality with self-motivation
- Very good German and good MS Office skills; other languages an advantage
- Working hours approx. 09:00 to 18:30
Responsibilities
- Advise customers and sell investment, pension, payment and savings products in a post office branch
- Actively approach walk-in customers and identify potential
- Develop tailored solutions and close sales
- Refer financing and pension potential to internal specialists
Benefits
- 6 weeks vacation and option for unpaid leave
- Flexible work models: part-time, job sharing and top sharing
- Training and development offerings, temporary job changes and stages
- Modern workplaces, co-working in Bern and Zurich, home office in many areas
- 18 weeks paid maternity leave and 4 weeks paternity leave
- Health prevention offers and ergonomic workplaces
- Free half-fare travelcard or discounted GA, bike, car-sharing and e-car offers
- Staff vouchers up to CHF 500 per year
- Preferential mortgage rates and fee-free accounts, credit cards and depots
- Internal networks and communities
Hiring Process
Online application, confirmation of receipt, document review (response within two to three weeks), first interview, second interview, phone offer, employment confirmation and online contract package, then welcome.