suit you?
This quiz, based on the Holland Codes (RIASEC), was produced for Excelia by the human resources consultancy RessourcesH, in partnership with GBF Conseil, an educational and vocational guidance consultancy. Its purpose is to provide High School pupils and other students with an insight into the management professions that match their profile.
Banking Customer Service Advisor
Bank Account Manager, Client Manager, Financial Advisor
A Banking Customer Service Manager works in a branch, and deals with professional or private clients/customers. Under the responsibility of a branch manager, they provide clients with support and financial advice. They sell new financial products to meet client needs.
Tasks
They stay informed about and ensure they are trained in all the products and services offered by their bank.
They manage their client portfolio and oversee client accounts.
They meet with clients, advise them and develop customer loyalty.
They study the needs of their clients and offer them suitable financial products. They advise them on investments.
They put together financing packages and assess the risks.
Required skills
- Good listening skills
- Good interpersonal skills
- Patience
- Business acumen
What you need to learn/master
- Business management
- Accounting
- Financing techniques
- Banking and insurance
- Negotiation and customer relations
Career opportunities and progression
- Business Account Manager
- Wealth Manager
- Branch Manager
Qualification requirements
3 years of post-High School education
Excelia schools
Salary
Junior: €25,000 - €35,000
Experienced: up to €50,000