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Personal Banking Advisor
Crédit Agricole Alsace VosgesConseiller(ère) Particuliers H/F offrant un service à la clientèle et gérant un portefeuille de clients pour le Crédit Agricole. Recherche de candidats motivés pour rejoindre notre équipe à Ferrette.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor's degree in business (Bac +3) minimum, or a two-year degree (Bac +2) with significant professional commercial experience
- Authorization/certification for insurance and DCI would be ideal
Benefits
Comp & perks- Performance-related bonus and profit-sharing
- Daily commuting costs covered
- RTT (additional paid time off days)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Soft Skills
advisingclient managementtransaction controldata managementrisk managementsecurity compliance
Certifications
insurance certificationDCI certification