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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.
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)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial productsrisk managementclient portfolio managementtransaction oversightdata management
Soft Skills
client advisingcommunicationrelationship managementproblem-solving
Certifications
Bachelor's degree in businessinsurance authorizationDCI authorization