Personal Banking Advisor

Jobtailor; Le Thillot; On-site; EUR 32,000 - 52,000; Full time

Job summary

Jobtailor in France is seeking a Banking Sales Specialist to manage a retail client portfolio, advise on complex financial products, and monitor transactions per risk procedures. The role requires a Bac+3 in business or Bac+2 with sales experience, plus a strong commitment to banking. DCI certification and insurance sales authorization are ideal.

Independent sales targets apply in a dynamic banking environment within the Grand Est region. On-site work in Le Thillot is expected.

Qualifications

• 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
• Authorization to sell insurance products and DCI certification would be ideal

Responsibilities

• 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

Skills

customer advising

sales skills

portfolio management

communication skills

Education

Bachelor's degree in business (Bac+3)

Bac+2 with significant sales experience

Job description

Responsibilities

• 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

Qualifications

• 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

Hard Skills

• financial products
• risk management
• transaction monitoring
• customer data management

Soft Skills

• customer advising
• sales skills
• portfolio management
• communication skills

Certifications

• DCI certification
• insurance sales authorization