FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Personal Banking Advisor
Crédit Agricole Alsace VosgesConseiller Particulier pour le Crédit Agricole Alsace Vosges. Suivi d'un portefeuille clients et vente de produits complexes à LE THILLOT.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Bachelor's degree in business (Bac+3) minimum, or a two-year degree (Bac+2) with significant commercial/sales experience
- Strong commitment to building a career in banking
- Proven successful experience in a banking environment
- Authorization to sell insurance products and DCI certification would be ideal.
Benefits
Comp & perks- Profit-sharing and company incentive schemes
- Coverage of daily commuting costs
- RTT (additional paid time off to compensate for reduced working hours)
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 managementtransaction monitoringcustomer data management
Soft Skills
customer advisingsales skillsportfolio managementcommunication skills
Certifications
DCI certificationinsurance sales authorization