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Client Advisor - Individuals
Crédit Agricole Alsace VosgesClient Advisor for individual customers at Crédit Agricole Alsace Vosges. Responsible for managing and developing client portfolios with a focus on quality customer service.
About the role
Key responsibilities & impact- Advise customers and prospects; propose and sell complex products
- Develop, manage and monitor a client portfolio
- Ensure monitoring and control of operations
- Consistently maintain and enrich customer-related data
- Ensure compliance with risk management and security procedures
Requirements
What you’ll need- Bachelor's degree in business (Bac +3) minimum, or Bac +2 with significant commercial/sales experience
- Authorization for insurance and DCI would be ideal
Benefits
Comp & perks- Profit-sharing and employee participation scheme
- Daily commuting expenses covered
- RTT (additional time off)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
advisingsalesclient managementmonitoringdata managementrisk managementcompliance
Certifications
insurance authorizationDCI authorization