Personal Banking Customer Advisor

Jobtailor; Redon; Sur place; EUR 27 000 - 36 000; Plein temps

Résumé du poste

Jobtailor, based in France, seeks a customer portfolio specialist to assess risks, identify opportunities, and acquire new clients in banking and insurance. You will tailor solutions and support ongoing relationships with proactive follow-up.

The role requires Bac+2 and 1-3 years of experience, strong negotiation and interpersonal skills, and a self-motivated, curious attitude. You will contribute to financial growth and client onboarding both in person and remotely.

Qualifications

• Associate degree or equivalent (Bac +2) required.
• 1 to 3 years of experience required.
• Previous experience in banking or insurance is a plus.
• Strong interest in banking and insurance.
• Negotiation skills.
• Excellent interpersonal skills.
• Attention to detail and strong organizational skills.
• Team spirit.
• Energetic, self-motivated, and curious.

Responsabilités

• Manage and develop a customer portfolio by assessing risks and opportunities.
• Acquire new customers through targeted initiatives and proposals.
• Identify the needs and projects of customers and prospects and provide tailored solutions.
• Ensure regular, high-quality follow-up of customer relationships.
• Contribute to the agency’s financial development.
• Handle customer requests proactively and responsively.
• Recommend suitable solutions, communicate deadlines, and meet them.
• Regularly update customer data and monitor transactions in accordance with internal rules and procedures.
• Promote customer self-service and autonomy.
• Participate in welcoming customers in person and remotely.
• Contribute to the agency’s activities and management.

Connaissances

Negotiation Skills

Interpersonal Skills

Attention To Detail

Organizational Skills

Team Spirit

Self-Motivation

Curiosity

Energetic

Formation

Associate Degree (Bac+2)

Outils

CRM

Data Monitoring

Financial Development

Proposal Development

Solution Recommendation

Description du poste

• Manage and develop a customer portfolio by assessing risks and opportunities


• Acquire new customers through targeted initiatives and proposals


• Identify the needs and projects of customers and prospects and provide tailored solutions


• Ensure regular, high-quality follow-up of customer relationships


• Contribute to the agency’s financial development


• Handle customer requests proactively and responsively


• Recommend suitable solutions, communicate deadlines, and meet them


• Regularly update customer data and monitor transactions in accordance with internal rules and procedures


• Promote customer self-service and autonomy


• Participate in welcoming customers in person and remotely


• Contribute to the agency’s activities and management

Requirements

• Associate degree or equivalent (Bac +2) required


• 1 to 3 years of experience required


• Previous experience in banking or insurance is a plus


• Strong interest in banking and insurance


• Negotiation skills


• Excellent interpersonal skills


• Attention to detail and strong organizational skills


• Team spirit


• Energetic, self-motivated, and curious

Core Competencies

Demonstrates expertise in customer portfolio management, risk assessment, and tailored solution development within the banking and insurance sectors. Strong negotiation and organizational skills are essential for fostering customer relationships and contributing to financial growth.

Highest-signal resume keywords

• Customer Portfolio Management


• Risk Assessment


• Negotiation Skills


• Interpersonal Skills


• Banking And Insurance Experience

Hard Skills

• Customer Relationship Management


• Data Monitoring


• Financial Development


• Proposal Development


• Solution Recommendation

Soft Skills

• Attention To Detail


• Organizational Skills


• Team Spirit


• Self-Motivation


• Curiosity

Certifications & Qualifications

• Associate Degree

Industry Keywords

• Banking


• Insurance


• Customer Acquisition


• Customer Self-Service


• Customer Follow-Up