Conseiller Clientèle Particuliers - H/F - Ste Geneviève-des-bois
Core
Retail banking advisor managing a portfolio of individual clients, providing financial solutions for savings, credit, insurance, and financing.
Role type
Retail banking advisor (individual clients)
Builds
Financial products and services for individual clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship management, portfolio management, financial product knowledge, risk analysis, prospecting, client retention
Preferred skills
Teamwork, career growth mindset
Technologies
Banking software, CRM tools
Responsibilities
Meet clients to identify needs and build trust, develop and retain a client portfolio, prepare and follow up on financing files (real estate, consumption), manage and analyze daily risks
Seniority
Junior to Mid-level, hands-on IC