Credit & Client Advisor (m/f) — Cornèr Banca
CHF 59'000 - 90'500
Cornèr Banca · Lugano (TI)
- Location
- Lugano
- Contract
- full-time
- Posted
- 70 days ago
SalaryCHF 59'000 - 90'500
Role overview
We are looking for a motivated and detail-oriented professional to join our team in a dynamic and customer-focused environment.
This role combines client interaction with financial analysis, offering the opportunity to support customers in identifying suitable solutions while ensuring accurate assessment of their financial capacity and risk profile.
- We are looking for a motivated and detail-oriented professional to join our team in a dynamic and customer-focused environment.
- This role combines client interaction with financial analysis, offering the opportunity to support customers in identifying suitable solutions while ensuring accurate assessment of their financial capacity and risk profile.
- Key Responsibilities:
- Actively listening to client needs and supporting the identification of suitable solutions
- Excellent knowledge of at least three of the following languages: Italian, German, French, and English
- Commercial training or equivalent qualification
Main responsibilities
- Key Responsibilities:
- Actively listening to client needs and supporting the identification of suitable solutions
- Analyzing financial documentation, including salary slips and financial statements
- Conducting preliminary assessments of credit risk and clients’ financial capacity
- Collaborating with the team on case processing and monitoring
- Maintaining and updating data in internal systems
- Excellent knowledge of at least three of the following languages: Italian, German, French, and English
- Commercial training or equivalent qualification
- Strong communication skills and active listening abilities
- Interest in and ability to analyze financial data (salary slips, financial statements, economic documentation)
Key requirements
- Excellent knowledge of at least three of the following languages: Italian, German, French, and English
- Commercial training or equivalent qualification
- Strong communication skills and active listening abilities
- Interest in and ability to analyze financial data (salary slips, financial statements, economic documentation)
- Analytical mindset and accuracy in risk assessment
- Team spirit, reliability, and sense of responsibility
- Good IT skills, including proficiency with spreadsheets
- Resident in Ticino or willing to relocate Ideal Profile:
Contacts
- Managing customer interactions via phone and email
