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Customer Relationship Specialist

Il y a 2 mois


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

About Crédit Mutuel Alliance Fédérale

Our organization is driven by vitality and dynamic results, propelling us to continuously develop and support the real economy for responsible and sustainable growth.

Your Role: Customer Success Advocate

As a Customer Relationship Specialist, you will be entrusted with managing a portfolio of individual clients. Your primary focus will be on cultivating strong relationships, understanding their financial needs, and providing tailored solutions to help them achieve their goals.

  • Client Portfolio Management: You will actively manage your client portfolio, ensuring consistent follow-up and striving to enhance its overall performance.
  • Comprehensive Client Support: You will act as a trusted advisor, guiding clients through various life stages and providing ongoing support to address their evolving financial requirements.
  • Building Lasting Relationships: Your dedication will be focused on fostering long-term client loyalty by building strong, trusting relationships based on exceptional service and personalized attention.
  • Risk Management & Solution Creation: You will identify and manage potential financial risks to safeguard both your clients and the organization. Collaborating with internal experts, you will co-create multi-service solutions that meet the unique needs of each client.
  • Business Development: You will actively seek out new clients, expanding your portfolio through effective prospecting and relationship building.

Your Success Factors:

You thrive in a collaborative environment and possess a genuine passion for helping others. Your strong communication skills enable you to build rapport quickly and effectively. You are adaptable, resourceful, and always eager to learn about new financial products and market trends.

Benefits of Joining Crédit Mutuel Alliance Fédérale:

  • Competitive compensation package including profit-sharing and incentive bonuses.
  • Comprehensive social protection benefits.
  • Flexible work arrangements, including telecommuting options.
  • Commitment to employee development through ongoing training opportunities.
  • Favorable banking and insurance conditions for employees.