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Gestionnaire opérations clientèle de particuliers H/F/X

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  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Lyon
    Remote

Requirements

  • Vous avez une bonne aisance relationnelle et maîtrisez les techniques d’entretiens téléphoniques et les appels complexes
  • Vous connaissez l’offre bancaire PRI, les outils, opérations et processus de traitement
  • Vous possédez une bonne expérience dans le domaine de la banque (et du Back office)
  • Vous êtes autonome, rigoureux(se) et organisé(e)
  • Vous aimez travailler en équipe et dans un environnement évolutif
  • Vous avez une bonne maîtrise du risque opérationnel et de la conformité

Responsibilities

  • Vous informez le client de son transfert en Gestion Extinctive et de son changement d’interlocuteur par l’envoi d’un courrier d’arrivée
  • Vous assurez la relation client dans un contexte d’entretiens téléphoniques parfois délicats
  • Vous prenez en charge, dans le respect des procédures, différentes missions de suivi (notamment des engagements), de contrôle de complétude et de conformité, d’analyse des opérations (gestion du DAR notamment), de traitement et intégration dans la GED des éléments nécessaires aux dossiers
  • Vous répondez aux demandes des clients et/ou les aiguillez vers les filiales, partenaires, agences, autres services du CDS et GBS dans le respect du cahier des charges et en veillant à la synergie et à la qualité des relations avec les différents acteurs
  • Vous êtes force de proposition pour mettre en place des mesures correctrices le cas échéant, et vous contribuez à améliorer nos services, nos processus, et la fiabilisation de nos bases de données clients
  • Vous analysez et remontez à la comptabilité des dossiers éligibles à la loi Eckert sur le marché PRO/COM/ASSO
  • Les opérations que vous prendrez en charge seront réalisées avec un souci permanent de qualité de service et de respect des principes de risque, de conformité et d’éthique en vigueur dans le Groupe Société Générale

FAQs

What are the main responsibilities of the Gestionnaire opérations clientèle de particuliers H/F/X?

The main responsibilities include managing customer relationships during the closure of their services, providing information about their transfer, conducting sometimes sensitive phone interviews, ensuring compliance with procedures, responding to customer inquiries, and proposing corrective measures to improve services.

What qualifications or experience are necessary for this position?

Candidates should have good relational skills, experience in banking and back office operations, familiarity with banking offers, autonomy, rigor, organization, and a good understanding of operational risk and compliance.

Is there an opportunity for career advancement in this role?

Yes, successful candidates may have the opportunity to evolve into positions such as customer advisor in an agency or Customer Relationship Center (CRC) based on their interests and strengths.

What kind of training will be provided upon starting?

New employees will receive a training program and dedicated support upon their arrival.

Is this position located in Lyon?

Yes, the position is based in Lyon within the national customer service operations center.

Does the company promote diversity and inclusion?

Yes, the company is committed to equality of opportunity and views diversity as a strength, promoting all talents regardless of various characteristics.

What is the work environment like for this position?

The work environment is collaborative and evolving, with an emphasis on teamwork and adaptability to change.

Are there specific skills in customer service that are required for this role?

Yes, candidates should have a strong command of telephone interview techniques, the ability to handle complex calls, and a focus on customer service quality.

Will I work independently or as part of a team?

You will work as part of a team of approximately 12 people, but also be expected to work autonomously.

What is the emphasis on service quality in this position?

There is a strong focus on providing high-quality service while adhering to risk, compliance, and ethical standards established by the Société Générale Group.

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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).

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