Summary: The role of Conseiller clientèle Professionnels involves serving as a key contact for professional clients in banking and insurance, focusing on artisans, merchants, and small businesses. The position emphasizes building trust and providing tailored advice to enhance client satisfaction and support their professional development. The successful candidate will engage in regular client interactions to offer financial solutions and foster long-term relationships. This position is part of LCL, a national bank committed to customer satisfaction and societal engagement.

Key Responsibilities:

• Accompany and develop a diverse portfolio of professional clients through prospecting and advisory actions.
• Analyze and propose financing, cash management, investment, and insurance solutions while ensuring risk management and overall profitability.
• Assist professionals in managing their personal wealth.
• Provide daily financial analysis advice to clients based on local economic knowledge.
• Regularly meet clients at their place of business to strengthen partnership relationships.

Key Skills:

• Minimum education level of Bac +3 / L3, with a successful first experience as a Professional Client Advisor.
• Strong relational skills and a customer service orientation.
• Curiosity and analytical capabilities.
• A competitive spirit with a focus on performance and risk management.
• Optimistic, reactive, and a trustworthy collaborator for clients.
• Autonomous and proactive in leveraging commercial experience for client satisfaction.

Salary (Rate): undetermined

City: Lunel

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other