Experienced Essential Customer Advisor - Network of Agencies and Online Bank - Aix-En-Provence, Provence-Alpes-Côte d'Azur, France
Aix-En-Provence
Key information
- Publication date:30 December 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Aix-En-Provence
Job summary
Join SG, a leading bank committed to customer satisfaction! Enjoy a supportive work environment with growth opportunities.
Tasks
- Provide tailored financial advice to clients at key life moments.
- Develop and maintain a diverse client portfolio to enhance agency dynamics.
- Promote digital solutions to empower clients with seamless experiences.
Skills
- Minimum of 2 years in client portfolio management required.
- Strong interpersonal skills and ethical approach to client projects.
- Dynamic team player with adaptability and organizational skills.
Is this helpful?
Providing 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 developing 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 responsible for:
- Supporting and advising your clients by offering products and investments adapted to their needs (means of payment, consumer credit, insurance, savings, etc.) to build customer loyalty
- Contributing to the dynamism of your agency by developing your portfolio through acquiring new clients and their recommendations
- Analyzing the financial situation of your clients and the risks related to operations
- Working in synergy with our experts within the Bank to support you in your clients’ specific projects (wealth management, zero-interest loans, etc.)
- Developing 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…)
Position open at the Sextius agency from Tuesday to Saturday morning
Subject to position availability
Joining SG offers many benefits:
Compensation package (fixed, variable, profit-sharing, participation), telework, 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 agencies 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 you constant support from your managers and HR leaders and the advantages 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.
About the company
Aix-En-Provence