Chargé de clientèle confirmé H/F
Core
Confirming customer relationship manager for retail banking, serving individuals across key life events like employment, vehicle purchase, real estate, and retirement.
Role type
Senior retail banking relationship manager
Builds
Retail banking products (savings, loans, insurance, banking services) for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer relationship management, needs analysis, proactive sales approach, digital autonomy support, risk assessment, communication (face-to-face and phone)
Preferred skills
Commercial challenge orientation, varied task management
Responsibilities
Welcome clients and prospects, analyze client needs for key life events, develop a commercial portfolio of ~800 households, support client digital autonomy, evaluate client relationship risks, actively participate in agency life
Seniority
Senior, hands-on IC