Personal Banking & Insurance Advisor

Crédit Agricole Alsace Vosges; Mulhouse; On-site; EUR 28,000 - 38,000; Full time

Job summary

Jobtailor in Mulhouse is seeking a client-facing banking advisor to greet branch clients, advise on banking and insurance needs, and develop a portfolio of retail clients.

You will prepare and monitor financing or loan files, collaborating with colleagues to deliver tailored financial solutions. Ideal candidates have Bac+2 or equivalent and strong interpersonal skills, adaptability, and organization.

Qualifications

• Higher education (minimum two-year post-secondary qualification, e.g., Bac+2 or associate degree)
• Strong interpersonal skills
• Rigorous and well organized
• Strong adaptability
• Previous successful experience in banking or sales is a plus
• Good knowledge of banking and insurance products and services is an advantage

Responsibilities

• Greet and provide personalized assistance to branch clients
• Advise on all banking and insurance needs
• Develop and manage a portfolio of retail clients
• Prepare and monitor financing/loan files

Skills

Interpersonal skills

Rigorous and organized

Adaptability

Banking or sales experience (preferred

Education

Bac+2 or equivalent

Job description

Jobtailor in Mulhouse is seeking a client-facing banking advisor to greet branch clients, advise on banking and insurance needs, and develop a portfolio of retail clients.

You will prepare and monitor financing or loan files, collaborating with colleagues to deliver tailored financial solutions. Ideal candidates have Bac+2 or equivalent and strong interpersonal skills, adaptability, and organization.