Your job as a Financing Customer Advisor

Do you have a talent for giving advice?

Then a customer advice role in financing at PostFinance is ideal for you. Help us shape the mortgage market and make our customers’ dreams of their own home a reality.

Welcome to the world of dream homes! With us, not only will you advise our customers on mortgages, you will also play an active role in making their dreams of owning their own home a reality. Your expertise will help ensure the road to home ownership is full of positive emotions.

Your work as Financing Customer Advisor

In a dynamic working environment, you can live out your passion for mortgage financing as a Financing Customer Advisor, in addition to providing consultancy services and customer focus. You independently provide comprehensive mortgage advice, and you inspire trust and build rapport with our customers through your own customer base. Working with different partners, you help develop tailor-made solutions for our customers and, in most cases, make independent financing decisions. You work closely with our financing specialists and bear technical responsibility for the financing sub-market.

You like respectful relationships – we’ve made them our culture

The key to mutual success is simple and direct communication on an equal footing. We foster a sense of unity, which creates a working environment based on trust and appreciation. Teamwork is our top priority. If you value the importance of a dynamic team spirit, in addition to mortgages, you are just what we’re looking for.

You have goals – we’ll take you further

At PostFinance, we offer you a wide range of opportunities for getting ahead. We support you with internal training and education programmes and external study programmes, as well as:

On-the-job training (coaching, online training courses, SAQ certifications, etc.)
IAF training (Certified Financial Advisor, Certified Financial Planner, etc.)
CAS or MAS in various areas
Bachelor’s or Master’s degree programmes

First-hand accounts – our employees talk about their job

“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.”
“Working passionately and enthusiastically with customers on a day-to-day basis and offering tailored advice is what brings me the greatest satisfaction. Accompanying customers on their journey towards a home of their own always involves two levels: the first level, in addition to conveying a sense of purpose, is about listening attentively. Determining and showcasing the financial options available and the administrative work involved in contacting notaries, retirement savings foundations and public authorities. The second level involves stakeholders from the credit office; I have efficient systems at my disposal for their requirements. Assisting and managing my own customers is a daily priority for me. I always resolve customer concerns in a professional, reliable and timely manner. I am driven by my customers’ satisfaction and gratitude every day. This feeling reinforces my passion for the profession on a daily basis.”