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Conseiller clientèle H/F/X

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Societe Generale

17d ago

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Sales & Business Development
    Banking & Finance
  • Lyon

AI generated summary

  • You need a Bac+3 in banking, finance, or commerce, a passion for client relations, and skills in listening, responsiveness, and a desire to develop commercial acumen for client satisfaction.
  • You will welcome clients, advise on banking operations, promote products, manage a client portfolio, analyze financial situations, and uphold commitments to clients.

Requirements

  • Vous êtes diplômé d’un Bac+3 en banque, finance, ou commerce.
  • Vos premières expériences professionnelles ont révélé votre goût pour la relation client, votre réactivité, vos qualités d’écoute ainsi que votre rigueur.
  • Vous souhaitez développer votre sens commercial, apprendre à détecter les besoins d'un client, le conseiller, le satisfaire, et de ce fait, le fidéliser.

Responsibilities

  • Votre première mission est d’accueillir et conseiller les clients sur leurs opérations de banque au quotidien.
  • Vous les conseillez et leur proposez les produits et services bancaires adaptés à leurs besoins (livrets d’épargne, cartes, banque à distance…)
  • Vous participez à des campagnes de promotion et relevez des challenges commerciaux.
  • Vous gèrerez progressivement un portefeuille de clients particuliers en les conseillant sur les placements et les produits et services les plus adaptés à leur situation.
  • A ce titre vous analysez la situation financière de vos clients et les risques associés aux opérations et placements que vous leur proposez.
  • Vous êtes responsable des engagements pris avec ces clients.

FAQs

What are the main responsibilities of a Conseiller clientèle?

The main responsibilities include welcoming and advising clients on their daily banking operations, proposing suitable banking products and services, participating in promotional campaigns, managing a portfolio of individual clients, and analyzing their financial situations and associated risks.

What qualifications are required for this position?

A minimum qualification of a Bac+3 in banking, finance, or commerce is required.

What qualities are sought in candidates for this role?

Candidates should demonstrate a strong client relationship orientation, reactivity, listening skills, and rigor. An eagerness to develop commercial skills and the ability to detect and satisfy client needs are also important.

Is there a career development opportunity within the company?

Yes, the company offers opportunities to evolve within the retail banking network, allowing employees to explore diverse career paths and roles.

What benefits does the company offer?

Benefits include flexible remote work days, fixed and variable remuneration, profit-sharing, additional leave and RTT, monetizable savings accounts, meal provisions, advantageous parental policies, banking and housing benefits, health insurance, and access to a company committee.

What is the application process like?

The application process involves submitting your application, passing selection tests, meeting with an HR representative and an operational manager during an interview, and signing a contract if your profile is selected.

What makes the company an attractive employer?

The company promotes skill development and expertise in a supportive environment, encourages teamwork, embraces diversity, and is committed to client service, ecological transition, and sustainable development.

Does the company promote diversity and inclusion?

Yes, the company is committed to equal opportunities and prides itself on making diversity a strength, recognizing and promoting all talents regardless of their background or characteristics.

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Societe Generale

1-10
Employees

Mission & Purpose

Societe Generale is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth. Committed to the positive transformations of the world’s societies and economies, Societe Generale and its teams seek to build, day after day, together with its clients, a better and sustainable future through responsible and innovative financial solutions. Active in the real economy for over 150 years, with a solid position in Europe and connected to the rest of the world, Societe Generale has over 117,000 members of staff in 66 countries and supports on a daily basis 25 million individual clients, businesses and institutional investors around the world by offering a wide range of advisory services and tailored financial solutions. The Group is built on three complementary core businesses: - French Retail Banking which encompasses the SG and Boursorama brands. Each offers a full range of financial services with omnichannel products at the cutting edge of digital innovation; - International Retail Banking, Insurance and Financial Services, with networks in Africa, Central and Eastern Europe and specialised businesses that are leaders in their markets; - Global Banking and Investor Solutions, which offers recognised expertise, key international locations and integrated solutions. Societe Generale is included in the principal socially responsible investment indices: DJSI (Europe), FTSE4Good (Global and Europe), Bloomberg Gender-Equality Index, Refinitiv Diversity and Inclusion Index, Euronext Vigeo (Europe and Eurozone), STOXX Global ESG Leaders indexes, and the MSCI Low Carbon Leaders Index (World and Europe).