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Personal Banking Advisor
Crédit Agricole Alsace VosgesConseiller(ère) Particuliers à VAGNEY pour le Crédit Agricole Alsace Vosges. Suivi de clientèle, vente de produits complexes et respect des procédures de gestion des risques.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
financial productsrisk managementclient portfolio managementtransaction oversightdata management
Soft Skills
client advisingcommunicationrelationship managementproblem-solving
Certifications & Qualifications
Bachelor's degree in businessinsurance authorizationDCI authorization
Industry Keywords
bankingcompliancefinancial services
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor's degree in business (Bac+3) minimum, or a two-year diploma (Bac+2) with significant commercial experience
- Willingness to commit to a career in banking
- Proven experience in banking
- Authorization for insurance and DCI (if applicable) would be ideal
Benefits
Comp & perks- Profit-sharing and company bonus schemes
- Commuting costs reimbursed
- RTT (additional paid time off)