Essential Customer Advisor - Branch Network and Online Banking - Valence-D'Agen, Occitanie, France
Valence-D'Agen
Key information
- Publication date:11 September 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Valence-D'Agen
Job summary
Join SG to deliver the best customer experience daily! Enjoy a supportive work environment with ample growth opportunities.
Tasks
- Assist clients with tailored financial products and services.
- Grow your client portfolio by attracting new customers and referrals.
- Promote digital solutions for seamless client experiences.
Skills
- Minimum 2 years in client portfolio management, AMF certification required.
- Excellent communication and listening skills for ethical guidance.
- Dynamic team player with strong organizational abilities.
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Offering the best customer experience, that is your mission!
Advising Sarah and Louis for the financing of their car, opening an account for little Théa who has just been born, helping Isabelle prepare for her retirement or Valentin finance his studies … On a daily basis as well as in key moments of life, you support customers in the development of their projects.
You join a warm, supportive team and your manager will guide you throughout your journey to develop a high level of expertise recognized among our advisors.
Specifically, you will be required to:
- Support and advise your clients by offering products and investments adapted to their needs (means of payment, consumer credit, insurance, savings, etc.) to build customer loyalty
- Contribute to the dynamism of your branch by developing your portfolio through acquiring new clients and their recommendations
- Analyze the financial situation of your clients and the risks related to operations
- Work in synergy with our experts within the Bank to support you in the specific projects of your clients (wealth management, zero-interest loans, etc.)
- Develop clients' autonomy by promoting digital tools to ensure a smooth and satisfying experience.
Above all, it is your personality that we will love!
• Gifted with excellent interpersonal skills and a true sense of listening, your priority is to support your clients' projects with ethics and responsibility to meet their expectations
• You know how to convince and demonstrate pedagogy towards your clients
• Dynamic and positive, you enjoy working in a team and show adaptability in all circumstances
• Organized and rigorous, you know how to prioritize your actions
You have at least 2 years of experience in client portfolio management in the banking sector
Position requires AMF certification.
More than a job, a springboardBecoming an Advisor at SG means living a rewarding experience and participating in our ambition to become the reference bank for customer satisfaction. You will benefit from personalized training, and your success will give you access to a dynamic career with the possibility to evolve towards new professions (Premium Customer Advisor, Deputy Branch Manager, Real Estate Expert Advisor…)
Joining SG offers many benefits:
Compensation package (fixed, variable, profit-sharing, participation), teleworking, additional leave and RTT, monetizable Time Savings Account, company catering and/or meal vouchers, advantageous parental policy, banking benefits, health insurance and provident fund, Works Council (CSEE)…
How to join us?
1. You apply and your application is accepted, congratulations!
2. You complete our selection tests
3. You have an interview with an HR representative and an operational manager
4. Congratulations! You quickly sign your contract and join your new team
Why choose us ?With 1,400 branches and 25,000 employees throughout France, SG is the retail bank of the Société Générale group. At SG, you can develop your skills and deepen your expertise in an environment that combines challenge and kindness, offering constant support from your managers and HR leaders and the benefits of a large group. At SG, our success is based on team spirit, diversity, and the complementarity of our professions. Committed alongside our clients and aware of our role to play, we support them in their development projects.
Joining SG means joining a team of talents, committed to their clients and focused on the future. At SG, grow your ambitions.