Chargé de clientèle bancaire H/F
Core
Bank relationship manager for retail customers, handling life events like employment, vehicle purchase, real estate, and retirement.
Role type
Senior retail banking relationship manager
Builds
Retail banking portfolio of ~800 households
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer relationship management, needs analysis, proactive sales approach, digital autonomy support, risk assessment
Preferred skills
Commercial challenge orientation, varied task management
Responsibilities
Welcome clients and prospects, analyze customer needs for key life events, develop commercial portfolio, support client digital autonomy, evaluate customer relationship risks, participate in agency life
Seniority
Senior, hands-on IC