
BANK-now - Kundenberater/in Vertriebspartner
Welcome to BANK-now! We are currently seeking a passionate and driven Kundenberater/in Vertriebspartner to join our team at UBS. As a leading financial institution, we pride ourselves on providing exceptional customer service and innovative solutions to our clients. In this role, you will have the opportunity to work closely with our valued customers and collaborate with a team of motivated professionals. We are looking for someone who is highly knowledgeable in the banking industry, with excellent communication skills and a strong sales acumen. If you are a dynamic individual with a customer-centric approach, we would love to hear from you!
- Greeting and welcoming customers to the bank in a friendly and professional manner.
- Assisting customers with their financial needs and providing excellent customer service.
- Building and maintaining relationships with customers to understand their financial goals and needs.
- Educating customers on the various banking products and services offered by the institution.
- Conducting sales activities to promote and sell bank products and services.
- Meeting or exceeding sales targets and contributing to the growth of the bank.
- Collaborating with a team of professionals to ensure a smooth and efficient customer experience.
- Staying up-to-date with industry trends and changes in banking regulations.
- Handling customer inquiries and resolving any issues or concerns in a timely manner.
- Maintaining accurate and detailed records of customer interactions and transactions.
- Adhering to all bank policies, procedures, and regulations.
- Continuously working towards improving customer satisfaction and loyalty.
- Representing the bank with a positive and professional image at all times.
- Providing feedback and suggestions for improving processes and procedures.
- Participating in ongoing training and development programs to enhance banking and sales skills.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.
Bachelor's Or Master's Degree In Finance, Business Administration, Or A Related Field.
Minimum Of 2-3 Years Of Experience In Sales And Customer Service In The Banking Or Financial Industry.
Strong Knowledge Of Financial Products And Services, Including Investment Options, Loans, And Insurance.
Proven Track Record Of Meeting And Exceeding Sales Targets, With A Strong Focus On Customer Satisfaction And Retention.
Communication Skills
Sales
Time Management
Attention to detail
Negotiation
customer service
Relationship Management
Teamwork
Problem-Solving
sales expertise
Cross-Selling
Financial Knowledge
Communication
Conflict Resolution
Leadership
Time management
creativity
Teamwork
Adaptability
Problem-Solving
Empathy
Decision-making
According to JobzMall, the average salary range for a BANK-now - Kundenberater/in Vertriebspartner in Zürich, Switzerland is between 70,000 CHF to 100,000 CHF per year. This may vary depending on the specific bank, the candidate's experience and qualifications, and other factors.
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UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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