Credit & Client Advisor (m/f) - ref. 1128

Cornèr Banca SA; Lugano; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Cornèr Banca SA in Lugano, Ticino, is seeking a motivated professional to join a client-focused team. The role combines client contact with financial analysis to identify suitable solutions while ensuring accurate assessment of financial capacity and risk.

You will interact with clients via phone and email, analyze salary slips and financial statements, and contribute to case processing with the team. A strong language ability and commercial training are essential for success.

Qualifikationen

• Commercial training or equivalent qualification.
• Strong communication and active listening abilities.
• Interest in analyzing financial data (salary slips, financial statements).
• Analytical mindset and accuracy in risk assessment.
• Ability to work in a structured and organized manner.

Aufgaben

• Managing customer interactions via phone and email.
• Listening to client needs and identifying suitable solutions.
• Analyzing financial documentation and assessing credit risk and capacity.
• Collaborating with the team on case processing and monitoring.
• Maintaining data in internal systems.

Kenntnisse

Italian

German

French

English

Analytical thinking

Teamwork

Ausbildung

Commercial training

Tools

Spreadsheets

Jobbeschreibung

We are looking for a motivated and detail-oriented professional to join our team in a dynamic and customer-focused environment. This role combines client interaction with financial analysis, offering the opportunity to support customers in identifying suitable solutions while ensuring accurate assessment of their financial capacity and risk profile.

Key Responsibilities:

• Managing customer interactions via phone and email

• Actively listening to client needs and supporting the identification of suitable solutions

• Analyzing financial documentation, including salary slips and financial statements

• Conducting preliminary assessments of credit risk and clients’ financial capacity

• Collaborating with the team on case processing and monitoring

• Maintaining and updating data in internal systems

• Excellent knowledge of at least three of the following languages: Italian, German, French, and English

• Commercial training or equivalent qualification

• Strong communication skills and active listening abilities

• Interest in and ability to analyze financial data (salary slips, financial statements, economic documentation)

• Analytical mindset and accuracy in risk assessment

• Team spirit, reliability, and sense of responsibility

• Good IT skills, including proficiency with spreadsheets

• Resident in Ticino or willing to relocate
  Ideal Profile:

• Young, curious individual with a strong willingness to learn

• Professional and customer-oriented approach

• Ability to work in a structured and organized manner

• Experience level: Mid