Conseiller bancaire expérimenté
Core
Experienced retail banking advisor responsible for welcoming clients, providing advice, and selling the bank's full banking and insurance portfolio to individual customers.
Role type
Senior retail banking advisor (banking & insurance)
Builds
Banking and insurance products for individual clients
Domain
Banking and Insurance
Deliverable
product features
Required skills
Client acquisition, portfolio management, sales, relationship building, persuasion, organization, written communication
Preferred skills
Experience with CMSO processes and tools
Responsibilities
Welcome and advise individual clients, sell banking and insurance products, develop client portfolio through acquisition, build trust and co-create client projects
Seniority
Mid-level (3-5 years experience)