Customer Advisor Sales Zone
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
You will welcome customers and provide expert advice and sales support for payments, savings, investments, and basic retirement planning. You will identify customer needs, develop tailored solutions, arrange appointments through direct and outbound telephone contact, and refer customers to internal specialists. You will occasionally work on Saturdays and remain available until 18:00 on Thursdays.
Requirements
- Completed commercial vocational qualification (EFZ) or comparable education
- Experience in personal customer advisory in a Sales Zone
- Completed SAQ certification or willingness to obtain it
- Experience in active telephone customer acquisition
- Very good German and good written and spoken French
- Additional language skills are an advantage
Responsibilities
- Advise customers and sell payment, savings, investment, and basic retirement-planning services
- Identify customer potential and develop solutions tailored to individual needs, goals, and life situations
- Promote the value of advisory services and arrange appointments with customer advisors, including through outbound calls
- Refer customer opportunities to internal specialists for further advice
- Work occasional Saturdays and remain available until 18:00 on Thursdays
Benefits
- Six weeks of holiday and the option of unpaid leave
- Part-time, job-sharing, and top-sharing arrangements
- Modern workplaces, co-working in Bern and Zurich, and home office in many areas
- 18 weeks of fully paid maternity leave and four weeks of paternity leave
- Preventive health offerings, ergonomic workplaces, and support during longer absences
- Free Half Fare Travelcard or discounted GA Travelcard, plus bicycle, car-sharing, and electric-car offers
- Employee vouchers of up to CHF 500 per year
- Preferential mortgage interest and fee-free accounts, credit cards, and custody accounts
Hiring Process
Apply online and upload your CV and relevant documents → receive confirmation → application review within two to three weeks → first interview → second interview if both parties wish to continue → telephone offer and email confirmation → online contract package → Welcome Day.
