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Financial Advisor
Il y a 2 mois
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Advisor - Customer Service Specialist. As a key player in customer satisfaction, you will be responsible for identifying customer needs and providing support in their projects.
Key Responsibilities- Customer Needs Identification: Identify customer needs and provide tailored solutions to meet their requirements.
- Commercial Results Contribution: Contribute to the growth of our agency's turnover by developing and maintaining strong relationships with customers.
- Customer Service: Be the primary point of contact for all customers visiting or contacting the agency, providing exceptional service and support.
- File Management: Ensure the compliance and finalization of customer files in a timely and efficient manner.
- Communication: Communicate with customers through various channels, maintaining confidentiality and professionalism at all times.
- 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.
Caisse d'Epargne Ile-de-France is a regional cooperative bank operating in the Ile-de-France region for over 200 years. We are a part of the Groupe BPCE, one of the largest banking groups in Europe. Our mission is to support our clients and members in all their projects, considering the collective interest.
We have a network of 430 branches and 30 business centers across the Ile-de-France region, serving 3 million clients and members with a team of 4500 employees.
