Professional Client Advisor: Job Description

About the job

PROFESSIONAL CLIENT ADVISOR Supporting professional clients in the development of their activity

Do you have an economic and commercial mindset? As a professional client advisor, you are responsible for a portfolio of craftsmen, very small businesses (VSBs), and liberal professions within a geographic area.

You are their banking partner and support them in the development of their professional activity. If you know how to read a balance sheet, study a financing request, trigger a cash advance, etc., this job is made for you!

Your missions

You are committed to developing customer satisfaction and loyalty. To do this, you:

• Advise clients and prospects on the products and services best suited to their needs.
• Actively contribute to the development of the business base.
• Develop a perfect knowledge of your client portfolio through listening and the management and analysis tools provided.
• Manage risks for the bank and clients and act in compliance with the rules.

THE ADVANTAGES OF THE JOB

My job is to support small businesses, including VSBs, craftsmen, merchants, and liberal professions, in absolutely all aspects of the relationship. So, it will be helping them with financing, also with payment terminals like POS systems, but not only that. We also do a lot of protection and insurance, such as property insurance. And my job is really to help them develop their company.

My clients are very diverse, so no day is the same, which allows me to be constantly challenged on completely different topics and also allows us to position ourselves as experts on absolutely all aspects of the client relationship. And that is a huge advantage at SG.

The key skill to be a professional client advisor is really to love client relationships, because we are in contact with them every day and we must do our best to satisfy them. And in addition to that, it is very enriching on a human level.

When I arrived at SG, I was very pleasantly surprised by the training aspect offered. At the beginning of my position, I had some difficulties on a particular subject which was insurance. So I talked to my manager who invited a specialist on the subject to train me. And I really found it great to be able to count on the managerial side and the training offered by the group.

My first client at SG, I will always remember, was an Iranian caterer who needed financing to carry out work in his new premises. And I managed to get him the financing. So, as a thank you, he invited me to see the final result in his premises. The little cherry on the cake was that I was able to attend the arrival of the first clients in this commercial space where the result was really very beautiful. And all this allows us to realize that we are useful every day for our clients.

Even though I travel a lot to see my clients, I still work in the branch and so I have all my colleagues who are in the branch with me. This allows us in particular to share little tips on client files while respecting confidentiality, of course. And also, it allows us to have a very good working atmosphere by having lunches together.

At SG, we have many benefits, including profit-sharing and incentive bonuses, as well as a Works Council, which is very pleasant. And the big plus of working in a branch is that we have fixed hours, so for organizing personal and professional life, it is much more convenient.