Retail Banking & Insurance Advisor

Crédit Agricole Alsace Vosges; Neuf-Brisach; On-site; EUR 32,000 - 42,000; Full time

Job summary

Jobtailor in France seeks a client-focused professional to greet and support branch clients, advise on banking and insurance needs, and develop a retail client portfolio. You will prepare and monitor loan and financing files, ensuring accurate documentation and timely processing.

The role emphasizes strong interpersonal skills, organization, and adaptability, with experience in banking or sales considered a plus.

Qualifications

• Higher education (at least two years post-secondary education / Bac+2)
• 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 a plus

Responsibilities

• Greeting and providing personalized support to the branch's clients
• Advising on all banking and insurance needs
• Developing and managing a portfolio of retail clients
• Preparing and monitoring loan and financing files

Skills

Interpersonal skills

Rigorous and well-organized

Adaptability

Customer service

Education

Bac+2

Higher education

Tools

banking products

insurance products

loan management

financing management

Job description

Jobtailor in France seeks a client-focused professional to greet and support branch clients, advise on banking and insurance needs, and develop a retail client portfolio. You will prepare and monitor loan and financing files, ensuring accurate documentation and timely processing.

The role emphasizes strong interpersonal skills, organization, and adaptability, with experience in banking or sales considered a plus.