Crédit Agricole Alsace Vosges

Counselor

• Assurer le suivi d'un portefeuille de clientèle de particuliers
• Conseiller la clientèle et les prospects ; proposer et vendre des produits complexes
• Développer, gérer et suivre un portefeuille de clients
• Assurer le suivi et le contrôle des opérations
• Assurer systématiquement la mise à jour et l'enrichissement des données relatives aux clients
• Veiller au respect des procédures relatives à la gestion du risque et de la sécurité.

Conseiller Particuliers

• Contribute to the development of remote insurance sales: outbound/inbound calls, emails, and web referrals
• Conduct outbound calling campaigns to offer, advise on, and sell personal insurance products and services
• Receive and handle insurance-related inquiries from clients and prospects across multiple channels (multichannel)
• Ensure client data is updated and enriched in accordance with procedures.

Insurance Advisor

• Greeting and providing personalized support to the branch's clients
• Advising on all banking and insurance needs
• Developing and managing a portfolio of retail clients
• Preparing and monitoring loan and financing files

Client Advisor

• Greet and provide personalized assistance to branch clients
• Advise on all banking and insurance needs
• Develop and manage a portfolio of retail clients
• Prepare and monitor financing/loan files

Customer Advisor

• Advise clients and prospects; recommend and sell complex financial products
• Develop, manage and monitor a portfolio of clients
• Ensure the follow-up and control of transactions
• Systematically update and enrich client data
• Ensure compliance with procedures related to risk management and security

Personal Banking Advisor

• Greet and provide personalized support to the branch's clients
• Advise on all banking and insurance needs
• Develop and manage a portfolio of individual clients
• Prepare and manage financing applications and files

• Conseiller la clientèle et les prospects
• Proposer et vendre des produits complexes
• Développer, gérer et suivre un portefeuille de clients
• Assurer le suivi et le contrôle des opérations
• Assurer systématiquement la mise à jour et l'enrichissement des données relatives aux clients
• Veiller au respect des procédures relatives à la gestion du risque et de la sécurité

• Manage and maintain a portfolio of personal clients
• Advise clients and prospects
• Recommend and sell complex financial products
• Develop, manage and monitor a client portfolio
• Oversee and control transactions and operations
• Ensure client data is consistently updated and enriched
• Ensure compliance with risk management and security procedures

• Manage and maintain a portfolio of individual retail customers
• Advise customers and prospects; propose and sell complex financial products
• Develop, manage and monitor a client portfolio
• Ensure monitoring and control of transactions
• Routinely update and enrich customer-related data
• Ensure compliance with risk management and security procedures.