Conseiller Clientèle Particuliers
Core
You accompany individual clients in a bank branch in managing their finances and achieving their financial projects.
Role type
Retail banking relationship manager
Builds
Banking products and services for individual clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Client relationship management, Financial product knowledge, Sales and cross-selling, Regulatory compliance, Needs analysis, Portfolio management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Welcome and assist clients in the branch, by phone, or via various communication channels. Manage and develop a portfolio of individual clients, ensuring regular and personalized follow-up of their needs. Advise clients daily on account management, payment methods, and routine banking operations. Analyze client needs and projects to propose tailored solutions in savings, investments, loans, and insurance. Commercialize banking products and services within a holistic and personalized advisory approach. Develop commercial relationships by identifying opportunities for equipment and multi-equipment and retention. Participate in the development of the branch's activity, contributing to the achievement of individual and collective commercial objectives. Ensure the quality of service provided and compliance with internal procedures, rules, and regulations.