Senior Advisor (f/m/d) Corporate Bank — Baloise

Full description

We are the bank of Helvetia – an innovative financial services provider that intelligently combines banking and insurance. Setting new standards together and shaping the future – for us, this means more than simply working through tasks. Here you work with people who take responsibility, have high demands and have the courage to go new ways. With us, you will find an environment where trust and performance go hand in hand and your ideas, initiative and contribution count. So you have the opportunity to really make a difference for our customers, your team and your personal development.

Tasks

• You independently advise your own portfolio of corporate customers of the bank, with a focus on loans and mortgages in the area of return properties.
• You acquire new customers from your own network or from other sales channels (intermediary, insurance, etc.) and expand existing customer positions.
• You provide further business opportunities within the bank and insurance.
• You create and coordinate credit revisions, including customer meetings.
• You take part in Helvetia customer events and look after your customers there.

Requirements

• You have a basic commercial education and several years of professional experience at a bank in Switzerland.
• You have knowledge in the mortgage financing business as well as in the financing of investment properties.
• Ideally, you have completed further training in the financial industry.
• You are a flexible, service- and solution-oriented personality who has a quick apprehension and is open to change.
• Customer focus is important to you: It is about individually best possible solutions and exact processing. You work structured and prudently.
• In addition to the German language, you ideally also master the French language at least to the extent that you can answer or process simpler customer inquiries verbally and in writing independently (Level B1).
• Knowledge of the banking software Avaloq as well as networking in the Solothurn region are desired.

We believe in cooperation at eye level, mutual trust and people who want to take responsibility. Different perspectives help us to develop better solutions – for our customers as well as for us as a team.