Jan Schober
Kundenberater Raiffeisenbank Thunersee at Raiffeisenbank Thunersee- Claim this Profile
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Bio
Credentials
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Diplôme d'études en langue française Delf B2
France Éducation internationalSep, 2022- Oct, 2024 -
First Certificate in English
Cambridge Assessment International EducationJul, 2021- Oct, 2024
Experience
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Raiffeisenbank Thunersee
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Switzerland
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Financial Services
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1 - 100 Employee
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Kundenberater Raiffeisenbank Thunersee
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Oct 2023 - Present
- Advising on basic banking services in the fields of spending, saving, investing, and retirement provision - Ensuring efficient, customer-oriented communication with retail clients based on their specific needs - Recognising and exploiting the potential of existing clients and acquiring new clients - Advising on basic banking services in the fields of spending, saving, investing, and retirement provision - Ensuring efficient, customer-oriented communication with retail clients based on their specific needs - Recognising and exploiting the potential of existing clients and acquiring new clients
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Zivildienst als Klassenhilfe / Betreuer
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Sep 2022 - Jul 2023
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Zivildiensteinsatz
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Aug 2022 - Sep 2022
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Valiant Bank
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Switzerland
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Banking
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700 & Above Employee
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Berater Kundenzone
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Jul 2021 - Jun 2022
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Lehrling
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Aug 2018 - Jul 2021
Semesterweise Wechsel zwischen verschiedenen Abteilungen wie:- Schaltertätigkeit- Basisberatung von Privatkunden- Betreuung Vermögensberatungskunden - Betreuung Privatkunden und KMU’s mit Fokus auf Kreditvergaben- Vorsorge- und Finanzplanung (Analyse der Vorsorgesituation von Privatpersonen und KMU's)Begleitend bankfachliche und Valiant-spezifische Ausbildungen.
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Education
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Berner Fachhochschule BFH
Bachelor of Science - BS, Wirtschaftsinformatik -
Wirtschaftsschule Thun
Berufsmaturität, Wirtschaft -
CYP
Banking- und Finanzdienstleistungen -
Wirtschaftsschule Thun
Kaufmann EFZ