Conseiller Clientèle Digital (F/H)
Core
Digital customer advisor handling inbound calls and lead processing to provide banking advice and sell financial solutions.
Role type
Digital customer advisor (sales)
Builds
Consumer credit, insurance, savings, and payment solutions for retail banking clients
Domain
Retail banking
Deliverable
client delivery
Required skills
inbound call handling, lead processing, needs analysis, sales of financial products, digital tools proficiency, contract preparation
Preferred skills
commercial mindset, customer relationship focus, curiosity, motivation
Responsibilities
listen to and question clients to identify needs, provide clear answers and sell adapted solutions, follow up on requests including contract preparation and file updates, guide clients in using digital services
Seniority
Entry-level, trained on the job