Chargé.e de clientèle confirmé.e H/F
Core
Confirmed customer relationship manager for individuals, managing a portfolio of ~800 households and guiding them through life events like employment, vehicle purchase, real estate, and retirement.
Role type
Senior IC customer relationship manager (banking)
Builds
Personal banking products (savings, loans, insurance, services) for individual clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
client relationship management, needs analysis, proactive sales approach, digital autonomy support, risk assessment, communication (face-to-face and phone)
Preferred skills
commercial challenges, varied tasks
Responsibilities
Welcome clients and prospects, identify and analyze client needs, develop commercial portfolio, support clients on digital autonomy, evaluate client relationship risks, participate in agency life
Seniority
Senior, hands-on IC