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Banking Professional

Il y a 2 mois

FontenaysousBois, Île-de-France CAISSE D'EPARGNE IDF Temps plein
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Advisor - Customer Service Expert. As a key player in customer satisfaction, you will be responsible for identifying customer needs and providing tailored solutions to meet their financial goals.

Key Responsibilities
  • Customer Needs Identification: Meet with customers to understand their financial objectives and provide personalized advice to help them achieve their goals.
  • Commercial Results: Contribute to the growth of our agency's turnover by developing and maintaining strong relationships with customers and identifying new business opportunities.
  • Customer Service: Provide exceptional customer service, ensuring that customers feel valued and supported throughout their financial journey.
  • File Management: Ensure the compliance and finalization of customer files, maintaining accurate and up-to-date records.
  • Communication: Communicate with customers through various channels, maintaining confidentiality and professionalism at all times.
Requirements
  • Education: Hold a BAC +2 degree or equivalent.
  • Experience: Possess a first professional experience in banking, telephony, retail, or insurance.
  • Skills: Demonstrate commercial skills, motivation for customer service, seriousness, and adaptability.
  • Personal Qualities: Be enthusiastic, willing to work in a team towards a common goal, and possess strong interpersonal skills.
About Us

Caisse d'Epargne Ile-de-France is a regional cooperative bank, the largest shareholder of Groupe BPCE, operating for over 200 years in the Ile-de-France region. We have a network of 430 branches and 30 business centers, serving 3 million clients and members with a team of 4500 employees.

Our mission is to support our clients and members in all their projects, considering the collective interest while being useful to each individual. We aim to be a trusted partner in the financial sector, providing innovative solutions and exceptional customer service.