Personal Client Relationship Executive

il y a 3 semaines


Belfort, Bourgogne-Franche-Comté, France Crédit Mutuel Temps plein

Position: Customer Relationship Manager

Organization: Crédit Mutuel Alliance Fédérale

Our institution is defined by its energetic approach and impactful outcomes, motivating us to advance our mission in support of the real economy, fostering responsible and sustainable growth.

  • Oversee a portfolio of 'Individual' clients through a multi-channel relationship, ensuring effective follow-up and optimizing performance
  • Provide guidance and support to clients throughout various life stages
  • Encourage enduring client loyalty
  • Recognize and manage financial risks to safeguard both the client and the organization
  • Collaborate to create comprehensive service solutions for clients with the assistance of internal specialists
  • Grow your portfolio by seeking out new client opportunities

You will receive support from your Branch Director and collaborate closely with the entire team.

Crédit Mutuel Alliance Fédérale is a dedicated and socially responsible entity. The group adopts a social policy that promotes skill enhancement and internal advancement, robust social protection, and a proactive stance on diversity, gender equality, and work-life balance to support its employees daily.

  • Profit-sharing and performance bonuses up to two months of gross salary based on group performance
  • 11 days of RTT annually
  • Flexible work hours with a new QVT group agreement facilitating remote work
  • Enhanced social benefits
  • At least one training initiative each year (95% of employees)
  • Supportive parental policies
  • Preferential banking and insurance terms
  • Onboarding program for all new hires
  • Assistance for promoting your geographical and functional mobility

Your character is paramount. You possess a proven sales aptitude through successful sales or customer relationship experiences. Your commitment to establishing a quality relationship based on trust is essential.

You are capable of:

  • Managing a client portfolio and dedicating yourself to its growth
  • Fostering excellent client relationships
  • Identifying potential needs and addressing them with suitable products

You are:

  • Personable, enjoying interactions: engaging with clients and thriving in a team environment
  • Flexible, able to adapt to new situations, demonstrating agility, and making constructive proposals
  • Inquisitive, staying informed about market trends to enhance your advisory relevance

If you see yourself in this role and are prepared to contribute to a modern, human-centric, and committed banking institution, consider becoming part of the dynamic environment at Crédit Mutuel Alliance Fédérale.

Certifications/Accreditations: Mandatory AMF


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