Conseiller Clientèle Particuliers
Core
You accompany individual clients in a bank branch in managing their finances and achieving their projects, contributing to the branch's commercial development while ensuring client satisfaction and retention.
Role type
Retail banking relationship manager
Builds
Banking products and services (savings, investments, loans, insurance)
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, financial product knowledge, sales and cross-selling, regulatory compliance, needs analysis
Preferred skills
Commercial development, portfolio management
Responsibilities
Welcome and assist clients in the branch, by phone, or via various communication channels; Manage and develop a portfolio of individual clients with regular and personalized follow-up; Advise clients daily on account management, payment methods, and routine banking operations; Analyze client needs and projects to propose tailored solutions for savings, investments, loans, and insurance; Commercialize banking products and services within a holistic and personalized advisory approach; Develop commercial relationships by identifying equipment and multi-equipment opportunities; Participate in the development of the branch's activity to meet individual and collective commercial targets; Ensure service quality and compliance with internal procedures, rules, and regulations.