CareerPlan

2026 Conseiller·ère Accueil et Services H/F

Chalon-sur-Saône, Bourgogne, FRFull-time2026-11-07

Core

Frontline banking advisor responsible for welcoming clients, analyzing their immediate needs, and guiding them toward specialized advisors or digital solutions.

Role type

Frontline banking advisor (customer service)

Builds

Client experience and operational efficiency in a retail banking branch

Domain

Retail banking / Financial services

Deliverable

client delivery

Required skills

Client relationship management, Needs analysis, Digital tool adoption, Transaction processing, KYC compliance, Administrative follow-up

Preferred skills

Commercial sense, Team collaboration, Adaptability

Responsibilities

Welcome and advise clients in-branch and remotely, Analyze client needs and refer to specialized advisors, Assist clients in adopting digital banking solutions, Execute daily banking operations and administrative follow-up