Conseiller·ère Clientèle Particulier·ère H/F
Core
Personal banking advisor who transforms clients' life projects into concrete realities by building lasting trust relationships and offering tailored financial solutions.
Role type
Junior IC personal banking advisor
Builds
Personalized banking and insurance solutions for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
KYC approach, credit product sales, account management, cross-agency collaboration, risk assessment
Preferred skills
Digital tool mastery, adaptability
Responsibilities
Manage and grow a portfolio of individual clients, identify and sell tailored financial solutions (mortgage, consumer credit, savings, insurance), manage daily account operations and file tracking, collaborate with agency experts to ensure a seamless client experience