Summary: The role of Conseiller clientèle Professionnels at LCL in Orthez involves serving as a primary contact for professional clients, including artisans, merchants, and small businesses, focusing on customer satisfaction and building trustful relationships. The position requires regular client engagement to provide tailored financial advice and support, ensuring alignment with their needs. The candidate will work collaboratively within a team to enhance client relationships and contribute to the overall success of the agency. This role emphasizes the importance of human connection in banking and aims to foster an inclusive environment.

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 needs.

Key Skills:

• Minimum education level of Bac +3 / L3.
• Successful first experience as a Professional Client Advisor or a Bac +5 degree with prior banking exposure through internships or apprenticeships.
• Strong interpersonal skills and a customer service orientation.
• Curiosity and analytical capabilities.
• A competitive spirit with a focus on performance and risk management.
• Optimism and responsiveness, acting as a trusted collaborator for clients.
• Autonomy and proactivity in leveraging commercial experiences to develop client portfolios and satisfaction.

Salary (Rate): undetermined

City: Orthez

Country: France

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other