Banking Advisor

Axis Group; Wechelderzande; On-site; EUR 36,000 - 52,000; Full time

Benefits offered by this job

Meal vouchers

Eco-vouchers

Medical insurance

Training opportunities

Career growth

Job summary

Axis Group in Belgium is seeking a proactive Account Manager to greet customers, handle daily banking transactions, and address insurance inquiries. You will refer complex questions to specialists, build lasting relationships, and actively follow up on cases to ensure smooth operations.

The role emphasizes initiative, commercial thinking, and continuous learning within a team environment. The position offers a long-term permanent contract with flexible hours and opportunities to develop

Qualifications

• Holds a degree in finance or economics or has relevant experience in the banking and insurance sector.
• Holds an FSMA certificate.
• Has a strong interest in the insurance sector and financial services.
• Thinks from a commercial perspective, is customer-focused, and approaches problems with a solution-oriented mindset.
• Takes the initiative and doesn’t wait for work to come to them.
• Works efficiently, in a structured manner, and with attention to detail.
• Is a true team player but can also take on responsibility independently.
• Is flexible regarding both assigned tasks and working hours.
• Enjoys variety and is committed to improving the office’s operations.

Responsibilities

• Greet customers at the counter and ensure their daily banking transactions are handled smoothly.
• Assist customers with questions about insurance and claims; warmly refer customers to colleagues who are experts in investing and lending.
• Help build lasting customer relationships based on mutual trust.
• Actively and proactively follow up with customers and their cases to ensure everything runs smoothly.
• Identify opportunities and take the initiative to capitalize on them.
• Think creatively and seek practical solutions to problems.
• Work efficiently and accurately in performing your tasks.
• Collaboration with colleagues is essential; contribute to strong team dynamics.
• Continue learning and ensure that your knowledge and expertise are always up to date.

Skills

Customer focus

Initiative

Teamwork

Flexibility

Attention to detail

Communication

Problem solving

Education

Finance or Economics degree

FSMA certificate

Job description

Are you the driven Account Manager who helps customers with their banking and insurance needs? In this role, you’ll welcome customers, ensure their day-to-day needs are handled efficiently, and build lasting relationships based on trust. With your business-minded approach and solution-oriented mindset, you’ll not only ensure customer satisfaction but also identify new opportunities. Enjoy a permanent contract, flexible working hours, and numerous training opportunities to further your professional development. Join our team and make a difference in the financial services industry!

• Greet customers at the counter and ensure their daily banking transactions are handled smoothly.
• Assist customers with questions about insurance and claims; warmly refer customers to colleagues who are experts in investing and lending.
• Help build lasting customer relationships based on mutual trust.
• Actively and proactively follow up with customers and their cases to ensure everything runs smoothly.
• Identify opportunities and take the initiative to capitalize on them.
• Think creatively and seek practical solutions to problems.
• Work efficiently and accurately in performing your tasks.
• Collaboration with colleagues is essential; contribute to strong team dynamics.
• Continue learning and ensure that your knowledge and expertise are always up to date.

• holds a degree in finance or economics or has relevant experience in the banking and insurance sector;
• holds an FSMA certificate;
• has a strong interest in the insurance sector and financial services;
• thinks from a commercial perspective, is customer-focused, and approaches problems with a solution-oriented mindset;
• takes the initiative and doesn’t wait for work to come to them;
• works efficiently, in a structured manner, and with attention to detail;
• is willing to continuously learn and develop;
• is a true team player but can also take on responsibility independently;
• is flexible regarding both assigned tasks and working hours;
• enjoys variety and is committed to improving the office’s operations.

• a long-term, permanent contract;
• the flexibility to set your own work schedule;
• a salary in line with current market standards;
• meal vouchers as a perk;
• eco-vouchers to support sustainable initiatives;
• insurance to cover medical expenses in the event of hospitalization;
• opportunities to expand your skills through education and training;
• the opportunity to grow in your role and within the organization;
• a wide range of responsibilities with room for your own input and initiative.