Private customer advisor specializing in mortgage financing (all kinds) — Banque Migros
- Location
- Lausanne
- Contract
- full-time
- Posted
- Yesterday
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 advise our private customers by video in the mortgage field and help in all financial decisions related to the real estate cycle
- You want to advise in the areas of real estate purchase, mortgage renewal, remediation and other related services
Main responsibilities
- You advise our private customers by video in the mortgage field and help in all financial decisions related to the real estate cycle
- You want to advise in the areas of real estate purchase, mortgage renewal, remediation and other related services
- Thanks to your proactive approach, you know how to energize our clients to make Migros Bank its main long-term financial partner
- As a versatile person, you are also able to offer our foresight solutions (funds) and basic services
- You devote your days mainly to customer interviews by being supported for administrative tasks Required
- 3 years: Bank
- Completed Professional Learning (CFC): Bank
- Thanks to your skills, customers can make a real estate investment decision quickly and simply
- You stand out for your passion for sales and strong cross-selling orientation
- Your knowledge in the areas of welfare and basic benefits
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 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.
- It serves primarily to learn more about personal and professional skills and allows both parties to assess cultural compatibility with the company and the team.
- Return time: up to 3 weeks Assessment centre The Assessment Centre is a partial part of the selection process during the postulation process.
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: 631%
- The decision to pursue or eliminate the recruitment process is communicated by telephone or e-mail.
Additional details
- You devote your days mainly to customer interviews by being supported for administrative tasks
- Your ease and interest in the digital world 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: 631%
Notes and original content
- Your ease and interest in the digital world
- French (Good Mastery)
- German (preferably)
- 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: 631%
Questions about this listing
What salary does Banque Migros offer for this role?
Banque Migros lists CHF 104'500 - 183'500 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.