Summary: The role of Conseiller clientèle Professionnels in Nancy 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 growth. The candidate will engage in regular client interactions and offer financial solutions while ensuring risk management and profitability. This role is part of LCL, a national bank committed to customer satisfaction and inclusivity.

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 focusing on 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 partnerships and become a key expert for their business.

Key Skills:

• Minimum education level of Bac +3 / L3.
• Successful first experience as a Professional Client Advisor or recent graduates with a Bac +5 degree and initial banking exposure through internships or apprenticeships.
• Strong interpersonal skills and customer service orientation.
• Curiosity and analytical capabilities.
• Goal-oriented with a focus on performance and risk management.
• Optimistic, reactive, and a trusted collaborator for clients.
• Autonomous and proactive in leveraging commercial experiences to develop client satisfaction.

Salary (Rate): undetermined

City: Nancy

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other