Internship Personal Market Advisor - Others - Veyrier-Du-Lac, Auvergne-Rhône-Alpes, France

Offering the best customer experience, that is your mission!

Job description and skills

Welcoming clients/prospects and developing the agency's client portfolio equipment with a constant concern for service quality and respect for risk principles and compliance. Promote relationship banking and digital services by providing a high level of customer satisfaction.

CLIENT RELATIONSHIP AND COMMERCIAL Missions:

• Physical and telephone reception of the agency's clients and prospects
• Share the customer relationship with other actors: agency advisors, CRC, specialized platforms.
• Promote and master the product/service offers dedicated to individual customers and participate in campaigns initiated locally, regionally, or nationally
• Promote the different relational channels (email, app, phone, agency) to meet customer expectations for responsiveness, reachability, and simplicity
• Implement sales and negotiation techniques to sell products and services, prioritizing remote customer relationships
• Use commercial methods and sales support tools that encourage customer autonomy
• Implement various actions to increase the agency's client portfolio equipment
• Work in synergy with the teams of Personal Customer Advisors, Professionals, and the Wealth Banker
• Develop knowledge of the agency's client and prospect portfolio and implement all types of actions within the framework of the agency's commercial policy and commercial practices

• Systematically exploit and enrich the common database for the different interlocutors
• Prepare physical meetings with Customer Advisors

RISK AND COMPLIANCE Missions

• Respect and apply internal procedures regarding compliance and ethics, notably: Know Your Customer (KYC) and anti-money laundering and counter-terrorism financing, Customer protection and financial savings regulation (MIF)
• Precisely inform the client about compliance issues and update client data
• Respect the security rules of operations.

Above all, it is your personality that we will love!

•       Gifted with excellent interpersonal skills and a true sense of listening, you know how to adapt to each client profile

•       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

•       Rigorous and efficient, you know how to manage several tasks simultaneously

 You are a student at Bac+2/3 level in university or business school with a specialization in banking/finance and you master the office suite

Internship duration: 4 to 6 months

From your arrival, you will be integrated into our teams and learn every day alongside our experts who will support you in your missions. Gradually, you will gain autonomy on your projects to make this experience a real career accelerator. You will also discover the full diversity of our professions, in a sector that is constantly evolving and innovating.

To continue your studies or at the end of your course, various opportunities may be offered to you within the Group.

 How to join us? 

1. You apply and your application is accepted, congratulations!

2. You have an interview with an HR representative and an operational manager

3. Congratulations! You quickly sign your agreement 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 managers 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.