Experienced Premium Customer Advisor - Network of Agencies and Online Bank - Villeneuve/Lot, Nouvelle-Aquitaine, France

Providing the best customer experience, that is your mission!

Advising Sarah and Louis on financing their car, opening an account for little Théa who has just been born, helping Isabelle prepare for her retirement or Mehdi finance his studies… On a daily basis, as well as during key moments in life, you support your clients 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 tailored to their needs (mortgage loan, savings, consumer credit, insurance, etc.) to build customer loyalty

•       Contributing to the dynamism of your agency by developing your portfolio through acquiring new clients and their recommendations

•       Analyzing your clients’ financial situation and the risks related to transactions

•       Working in synergy with 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 persuade 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 2 years or more experience in managing a portfolio of individual clients in the banking sector. You have financial, legal, and tax skills related to your activity.

Within 6 months of starting your position, you may be required to obtain the AMF certification.

Becoming 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 to prepare you under the best conditions. Your success will give you access to a dynamic career with the possibility to evolve towards new professions (Branch Manager or Deputy, Wealth Banker or Professional Customer Advisor…)

Joining SG means enjoying many benefits:

Compensation package (fixed, variable, profit-sharing, participation), remote work, additional leave and RTT, monetizable Time Savings Account, company catering and/or meal vouchers, advantageous parental policy, banking benefits, health insurance and provident fund, Social and Economic Committee (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 your future manager and an HR representative
4. Congratulations! You quickly sign your contract and join your new team

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 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.