Personal Banking Advisor

Become a part of Caisse d'Epargne Normandie and contribute to a bank that is dedicated to the Normandy region.

• Engage in the enhancement of the local economy by joining a financial institution that actively promotes projects aimed at inclusion, innovation, and energy transition.
• Strive for excellence and foster quality client relationships within supportive teams, characterized by local management and streamlined decision-making.
• Explore your potential in a bank that prioritizes your professional development, offering various roles tailored to your skills and aspirations, while allowing you to interact with clients and pursue advancement opportunities.
• Make a significant impact in your career at a company recognized for its extensive commitments: corporate social responsibility, inclusion, training, diversity, philanthropy, and more. Our cooperative organization is a leading advocate for the social and solidarity economy in the nonprofit sector, the first French bank to receive B Corp certification, and a key partner of the upcoming Paris Olympics.

Role Overview and Responsibilities

We are seeking a Client Relationship Manager for Individuals to join our team.

As the main point of contact for clients, your primary responsibility will be to oversee a portfolio of individual clients. You will provide a variety of products and services to address and anticipate their needs through a multi-channel approach.

• Market and sell financial products and services.
• Expand your client portfolio through meetings and outreach calls.
• Attract new clients through referrals and proactive engagement, ensuring strong relationship management.
• Collaborate with specialized advisors in areas such as wealth management.
• Assess client risk and manage pre-litigation situations.

The diverse nature of the Client Relationship Manager position, along with our commitment to your skill enhancement, will pave the way for commercial career opportunities within the organization.

Candidate Profile and Required Qualifications

Possess a Bachelor's degree in commerce or banking, with experience in managing client portfolios, ideally within the Banking and Insurance sectors.

You should be knowledgeable about banking practices, sales strategies, taxation, and family law. Being detail-oriented, methodical, and organized is crucial, with a continuous focus on quality service.

As a Client Relationship Manager, your interpersonal, negotiation, and advisory skills will be vital for your success and career progression within the organization.