Conseiller clientèle particuliers H/F
Core
Personal banking advisor supporting individual clients with savings, loans, and insurance products at a local branch.
Role type
Retail banking advisor
Builds
Banking operations and financial products for individual customers
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship management, sales, financial product knowledge, communication, adaptability, persuasion
Preferred skills
English
Responsibilities
Greet and welcome clients in person, phone, and email; assist clients with daily banking operations; identify client needs and propose tailored savings, credit, and insurance solutions; contribute to branch sales targets