Associate Account Executive

il y a 3 semaines


Le KremlinBicêtre, Île-de-France CAISSE D'EPARGNE IDF Temps plein

CAISSE D'EPARGNE IDF is seeking a Client Relationship Specialist to become a vital part of our team. In this position, your responsibilities will include:

  • Engaging with clients through multiple communication channels
  • Assisting clients with digital banking services
  • Identifying client requirements and providing appropriate solutions
  • Onboarding and equipping new client accounts
  • Maximizing the potential of client portfolios
  • Establishing client agreements while ensuring adherence to regulations
  • Contributing to marketing strategies aimed at meeting sales objectives

The successful candidate will possess a degree in finance or a related discipline, or have prior experience in finance, insurance, or telecommunications. A solid understanding of financial products, sales methodologies, and negotiation skills is essential. A proactive approach, exceptional communication abilities, and proficiency in digital platforms are also critical qualifications for this position.


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