Banking Advisor

Are you the driven Account Manager who helps customers with their banking and insurance needs? In this role, you’ll welcome customers, ensure their day-to-day needs are handled efficiently, and build lasting relationships based on trust. With your business-minded approach and solution-oriented mindset, you’ll not only ensure customer satisfaction but also identify new opportunities. Enjoy a permanent contract, flexible working hours, and numerous training opportunities to further your professional development. Join our team and make a difference in the financial services industry

• Greet customers at the counter and ensure their daily banking transactions are handled smoothly.
• Assist customers with questions about insurance and claims; warmly refer customers to colleagues who are experts in investing and lending.
• Help build lasting customer relationships based on mutual trust.
• Actively and proactively follow up with customers and their cases to ensure everything runs smoothly.
• Identify opportunities and take the initiative to capitalize on them.
• Think creatively and seek practical solutions to problems.
• Work efficiently and accurately in performing your tasks.
• Collaboration with colleagues is essential; contribute to strong team dynamics.
• Continue learning and ensure that your knowledge and expertise are always up to date.

• holds a degree in finance or economics or has relevant experience in the banking and insurance sector;
• holds an FSMA certificate;
• has a strong interest in the insurance sector and financial services;
• thinks from a commercial perspective, is customer-focused, and approaches problems with a solution-oriented mindset;
• takes the initiative and doesn’t wait for work to come to them;
• works efficiently, in a structured manner, and with attention to detail;
• is willing to continuously learn and develop;
• is a true team player but can also take on responsibility independently;
• is flexible regarding both assigned tasks and working hours;
• enjoys variety and is committed to improving the office’s operations.

• a long-term, permanent contract;
• the flexibility to set your own work schedule;
• a salary in line with current market standards;
• meal vouchers as a perk;
• eco-vouchers to support sustainable initiatives;
• insurance to cover medical expenses in the event of hospitalization;
• opportunities to expand your skills through education and training;
• the opportunity to grow in your role and within the organization;
• a wide range of responsibilities with room for your own input and initiative.