Your job in customer advice

Do you enjoy daily contact with people? 

You can live out your passion with us in customer advice. Join us now as a customer advisor and get ahead in your professional career. In your new job, you impress our private or business customers with expert advice. 

What we offer you as a customer advisor

PostFinance is an innovation-driven financial service provider that inspires customers with fresh money-related solutions. As a customer advisor, you can contribute to this. We offer you not only exciting and varied work content, but also attractive career opportunities. And we offer this in a friendly environment in which we foster straightforward working relationships on an equal footing in an atmosphere characterized by mutual appreciation. We also attach particular importance to a good work-life balance. Become a part of our unique PostFinance culture.

The choice is yours

At PostFinance, you can join the customer advice team and develop your career in two different customer segments. You provide needs- and solution-oriented advice on our products and services to either our private or business customers – in PostFinance branches or directly at our business customers. With your commitment and the expertise you have continuously built up, you make strides in your field and drive your individual development forward.

We support you in realizing your potential

We support you so you can develop into your chosen target role in customer advice. You receive targeted support in acquiring the accredited SAQ certification, and you benefit from our wide range of development opportunities. In this way, you are able to provide our customers with optimal and holistic support and impress them with our products and services.

First-hand accounts – our employees talk about their job

“Our day-to-day work in customer advice is extremely varied. From students to self-employed entrepreneurs, and from apprentices right up to the CEO, we take care of a wide array of customer needs every day. We have to be good listeners and present our customers with smart solutions for handling their money. For example, we help customers with achieving their dream of owning a house, understanding investment opportunities or closing any gaps in their retirement planning. Team spirit and communicating as equals are a matter of course for us. We actively give each other feedback as a team so that we can make progress. As a manager, people are my main focus. I’m delighted when I can encourage my employees and support them with their personal development. Of course, this also involves providing a variety of training opportunities and flexible working models.”
“As a Financing Customer Advisor, I assist customers from the initial consultation through to helping them realize their dream of owning a home. Most customers appreciate the fact that we interact on an equal footing. With our flexible and straightforward solutions, we can always show customers the right way forward. Every day, I look forward to driving forward the mortgage business at PostFinance. The new tool and the competitive interest rates associated with it make negotiating with customers an exciting and successful endeavour. In addition to acquiring new customers, however, the best thing is maintaining relationships with existing customers and building on them through dialogue.”