Chargée/Chargé de clientèle Particuliers (F/H) - CCM TOULOUSE ESQUIROL
Core
Develop and retain a portfolio of individual clients by advising on banking and insurance products and managing real estate credit with delegated authority.
Role type
Retail banking relationship manager
Builds
Banking and insurance products for individual clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
client relationship management, commercial advice, real estate credit management, risk management, compliance, internal collaboration
Preferred skills
strong interpersonal skills, commercial challenge mindset, proactivity, teamwork, solution customization
Responsibilities
Develop and retain a portfolio of clients, Advise on all banking and insurance products, Manage real estate credit with delegated authority in the branch, Identify ethical commercial opportunities, Ensure compliance and manage risks, Collaborate with internal experts, Monitor customer satisfaction