Banking Relationship Advisor H/F
il y a 4 semaines
JOB DESCRIPTION:
We are seeking a motivated and collaborative Banking Relationship Advisor to become a part of our team at Crédit Agricole des Régions du Centre. In this position, you will be tasked with overseeing and expanding client portfolios, delivering customized solutions, advocating for our products and services, and ensuring adherence to regulations. The ideal candidate should exhibit commercial acumen, attention to detail, and strong teamwork capabilities, along with at least 3 years of experience in the financial services industry. If you are looking for a rewarding opportunity with an organization that prioritizes human connections and community engagement, this role may be a perfect fit for you.
COMPANY OVERVIEW:
Crédit Agricole des Régions du Centre is a regional entity of the Crédit Agricole Group, recognized for its dedication to local engagement, solidarity, and mutual values. Our team of committed professionals aims to be a significant economic contributor in our area, providing a variety of career opportunities in banking, insurance, and asset management.
POSITION:
- Oversee, engage, and grow client portfolios
- Recommend appropriate solutions or refer clients to relevant specialists
- Promote products and services to clients (personal loans, mortgages, insurance, savings, etc.)
- Assist clients in utilizing multichannel tools and highlight their advantages
- Ensure risk management and portfolio oversight
- Conduct targeted client acquisition with a focus on relationship quality
- Integrate compliance into commercial interactions
PROFILE:
The successful candidate should possess attributes such as interpersonal skills, a passion for challenges, integrity, and adaptability. A strong enthusiasm for client relationships, determination, and a results-oriented approach are crucial. If you are eager to take on a new professional challenge that merges commercial and banking expertise while contributing to a socially responsible organization, this position is tailored for you.
WHAT WE OFFER:
Joining our organization means embarking on a fulfilling journey within a company that offers over 150 career paths, comprehensive training programs, and opportunities for internal mobility. We are dedicated to placing people at the core of our operations, with a motivating social contract that includes competitive compensation, profit-sharing plans, collective health and welfare benefits, and additional retirement options. By demonstrating curiosity and commitment, you can shape your career trajectory at Crédit Agricole des Régions du Centre.
CONTRACT TYPE:
Fixed-Term Contract
STATUS:
Non-Executive
LOCATION:
Centre-Val-de-Loire, Eure-et-Loir (28)
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