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Consulente Clientela Retail – Attività di Cassa - ref. 1135

Lugano, Switzerland

  • Mid level
  • Full time

About the role

To strengthen our team in Ticino, we are looking for a motivated, client-oriented person who can combine banking operations with a commercial mindset.

This position offers the opportunity to join a growing organisation and take on a varied role in direct contact with clients.

What we offer

A permanent contract with an expanding organisation based in the Lugano area

A varied role combining operational activities, client relations and business development

Opportunities for professional growth and development within the organisation

A dynamic and collaborative working environment

Your role

You will be responsible for branch operations and client relations, and will also help promote retail products and services.

In particular, you will:

Handle counter activities, including cash transactions, deposits, withdrawals, currency exchange and payments

Open new banking relationships in compliance with KYC and anti-money laundering requirements

Present and offer retail products and services, including accounts, cards, savings, pension and payment solutions

Support the day-to-day operations and administration of the branch

As you settle into the role, you will also take responsibility for an assigned client portfolio

Manage client relationships, identifying their needs and cross-selling opportunities

Work in compliance with internal guidelines, control processes and regulatory requirements

The profile we are looking for

At least one year of experience in a similar role at a Swiss bank

Commercial or banking education (e.g. commercial apprenticeship, banking track) or equivalent experience

Excellent knowledge of Italian, good knowledge of German and/or English; knowledge of French is an asset

Good command of Microsoft Office and IT tools

Accuracy, reliability and a strong sense of responsibility

Client and business development orientation

Good communication skills, team spirit and flexibility

Resident in Ticino

Why join us?

You will have the opportunity to join a growing organisation in a role that offers variety, direct client contact and increasing responsibility.

If you recognise yourself in this profile and would like to put your banking experience to good use, we look forward to meeting you.

The profile we are looking for

At least one year of experience in a similar role at a Swiss bank

Commercial or banking education (e.g. commercial apprenticeship, banking track) or equivalent experience

Excellent knowledge of Italian, good knowledge of German and/or English; knowledge of French is an asset

Good command of Microsoft Office and IT tools

Accuracy, reliability and a strong sense of responsibility

Client and business development orientation

Good communication skills, team spirit and flexibility

Resident in Ticino

Why join us?

You will have the opportunity to join a growing organisation in a role that offers variety, direct client contact and increasing responsibility.

If you recognise yourself in this profile and would like to put your banking experience to good use, we look forward to meeting you.