Conseillère/Conseiller de clientèle (F/H)
Core
Customer advisor for a mutual bank, handling client onboarding, portfolio management, and cash service machine operations.
Role type
Customer Advisor (Banking)
Builds
Client relationships and financial portfolios for a mutual bank
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Client relationship management, portfolio management, cash service operations, financial product knowledge, negotiation, business analysis
Preferred skills
Long-term relationship building, local community engagement, decision-making
Responsibilities
Welcome and assist clients at the counter, identify client needs and propose tailored solutions, operate cash service machines, develop and manage client portfolios, monitor and secure financing and insurance files, maintain high customer satisfaction and loyalty, collaborate with internal experts
Seniority
Entry to Mid-level