Private Customer Advisor - Outbound team (all genres) - Lausanne 1 — Banque Migros
- Location
- Lausanne
- Contract
- full-time
- Posted
- 5 days ago
Role overview
With us, you can get involved and shape customer advice for the future and digitize the banking sector.
We are looking for you: a personality that anticipates.
Someone with whom, as a team, we influence the future with passion, innovation and creativity.
- With us, you can get involved and shape customer advice for the future and digitize the banking sector.
- We are looking for you: a personality that anticipates.
- You contact existing and potential clients to set advisory appointments for our advisors and customer advisors
- You provide simple advice and transactions and inform our customers about our services and products
Main responsibilities
- You contact existing and potential clients to set advisory appointments for our advisors and customer advisors
- You provide simple advice and transactions and inform our customers about our services and products
- You work according to predefined campaigns in a consulting pool and you deal effectively with sales opportunities based on a qualified potential analysis
- You perform complete and high quality CRM information documentation and generate manual sales opportunities based on needs Required
- 2 years: Sale
- Completed Professional Learning (CFC): Sale or Bank
- Taste for active customer relations development, customer wishes identification and daily telephone contact
- Experience of acquiring and active customer development by telephone, communicative and professional attitude oriented towards appointment making
- Thanks to your friendly, flexible and confident personality, you will also highlight your ability to think in networking and team spirit German (Good knowledge) French (Good Mastery) Cosa offeriamo
- Flexible workplace/telework: Individual teleworking opportunities
Application process
- Application and contact Ana Monteiro HR Business Partner LinkedIn
- Recruitment process Preselection of files We constantly review the applications received, pre-screen and forward them to the manager.
- Return time: up to 3 weeks Deferred video interview In case of a large number of eligible applications, an optional delayed video interview may take place.
- In these video interviews, the answers given to the questions we have previously sent are recorded using the web camera or mobile camera.
- This allows us to get to know more candidates in a short time so as to invite the right people for the next round.
- Return time: up to 1 week Video or telephone personal interview In the case of a large number of candidates, personal video or telephone interviews are optional.
- This allows us to get to know more candidates in a short time so as to invite the people concerned for the next round.
- Return time: up to 1 week Interview with HR and the department The interview is conducted in distanciel or face-to-face with the HR person responsible and/or the specialized department.
Contacts
- The establishment of the contract is then initiated by mutual agreement before being sent by e-mail for digital signature. Return time: up to 1 week Grado di occupazione: 40%
- The decision to pursue or eliminate the recruitment process is communicated by telephone or e-mail.
Additional details
- You perform complete and high quality CRM information documentation and generate manual sales opportunities based on needs
- Thanks to your friendly, flexible and confident personality, you will also highlight your ability to think in networking and team spirit German (Good knowledge) French (Good Mastery)
- Application and contact Ana Monteiro HR Business Partner
- The establishment of the contract is then initiated by mutual agreement before being sent by e-mail for digital signature. Return time: up to 1 week Grado di occupazione: 40%
Notes and original content
- Thanks to your friendly, flexible and confident personality, you will also highlight your ability to think in networking and team spirit
- German (Good knowledge)
- French (Good Mastery)
- Cosa offeriamo
- The establishment of the contract is then initiated by mutual agreement before being sent by e-mail for digital signature.
- Return time: up to 1 week
- Grado di occupazione: 40%
Questions about this listing
What salary does Banque Migros offer for this role?
Banque Migros lists CHF 60'500 - 91'500 gross per year for this position in Lausanne. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Banque Migros offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Banque Migros during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Vaud?
EU/EFTA residents living in the border zone of the country adjoining Canton Vaud can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Vaud's cantonal migration office or with HR during the application.
How do I apply for this position at Banque Migros?
Use the "Apply now" button on this page — it links directly to Banque Migros's original listing at jobs.migros.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
