CareerPlan

Chargé d'affaires Personnes morales F/H - Le Puy en Velay - CDI

Le Puy, Auvergne, FRFull-time2026-11-06 → 2026-11-07

Core

Manage and develop a client portfolio primarily focused on Social Economy and Institutional clients for a cooperative bank.

Role type

Account Manager (Social Economy & Institutional)

Builds

Loan files and commercial solutions for Social Economy and Institutional clients

Domain

Banking / Social Economy

Required skills

Commercial development, risk assessment, loan file preparation, client relationship management, sector monitoring

Preferred skills

Experience in Social Economy, analytical skills, customer service orientation

Technologies

Banking software, CRM tools

Responsibilities

Develop a prospecting plan to grow the client portfolio, advise clients on innovative financial solutions, study and prepare loan files evaluating risks and profitability, manage and follow up client relationships, maintain and strengthen relations with local actors and partners

Seniority

Mid-level (2-5 years experience)