Job offer
CDI - Client Service Officer Toulouse M/F
As part of the Private Banking team, the Client Service Officer supports private and legal entities in managing their accounts, preparing loans, and in day-to-day operations. The focus is on customer service, document management, and communication with customers.
Job description
Contract details
- Contract type: CDI
- Start: 12/01/2025
- Management: No
- Cadre / Non Cadre: Non cadre
Tasks
- Support for private clients and companies at Banque Privée
- Preparation of credit and account files, management of project flows
- Data entry in tools for monitoring inventories and managing due dates
- Handling of daily operations (debits, transfers, monitoring of bookings/capital disbursements)
- Monitoring of stocks
- Management of documents and regulatory requirements in customer files
- Tracking loan maturities and renewals
- Complex customer cases
- Knowledge of and compliance with internal and external ethical rules
Requirements
- At least Bac +5 / M2
- Education/specialization: Bac+2/3 or Bac+4 in banking, finance, insurance
- At least 3-5 years experience
- Experience in a similar field required
- Skills:
- Proficiency in Office tools (Word, Excel)
- Adaptability to new IT tools
- Autonomy, organization, and priority management
- Customer focus and needs orientation
- Initiative and ability to make suggestions
- Efficient management of customer and banker files
- rigor
- Simple analysis of tax documents
- Listening skills and commercial skills
- Good knowledge of banking operations
We offer
No information available.Job details
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