Conseiller de Clientèle Particuliers (F/H)
Core
Frontline banking advisor handling daily client operations, sales, and portfolio management for retail customers.
Role type
Retail banking advisor
Builds
Financial products and services (loans, savings, insurance) for retail clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship management, sales and prospecting, financial product knowledge, risk assessment, portfolio management
Preferred skills
Negotiation, organizational skills, listening skills
Responsibilities
Greet and direct clients and prospects, process daily banking transactions, sell financial products, manage and grow client portfolio, participate in commercial actions to meet targets