Individual Customer Advisor

Place of work: Tomaszów Mazowiecki

Your responsibilities

• Acquisition of new clients, including by active calling and inviting them to meetings.
• Building long-term relationships based on trust.
• Identifying client needs and expectations and matching them with financial products and services.
• Active sales of banking products.
• Maintaining and improving ongoing relationships with existing clients.
• Ensuring the highest quality of customer service and ongoing support.

Our requirements

• You have at least one year of experience in banking, including with affluent clients.
• You are interested in financial products, including investments.
• You plan your work well, act independently, and care about customer satisfaction.
• You build lasting and professional relationships with clients, and you know how to manage a client portfolio and ensure its systematic development.
• You like to achieve goals and are motivated by sales results.
• You have higher education or are studying.
• You know that professional attire supports building client relationships and you adhere to the dress code in the branch.

What we offer

• An employment contract in a stable and secure workplace, based on long-term relationships, cooperation, and mutual support.
• Stationary work in a bank branch from Monday to Friday – based on a set schedule.
• Clear remuneration system: fixed salary and bonuses for sales results.
• Comprehensive onboarding, training, development programs, and a clear career path.
• Real opportunities for development within the bank and within the structures of Grupa Credit Agricole in Poland.
• Employee initiatives – development, charity, wellbeing, and sports. We care about supporting the team's well-being and doing something good together.
• The opportunity to join employee networks bringing together people with common interests or in similar life situations (e.g., mothers/fathers).
• An open and diverse work environment where we value your authenticity.

Benefits

• subsidies for sports activities
• private medical care
• life insurance
• discounts on company products and services
• additional social benefits
• holiday subsidies
• employee referral program
• charitable initiatives
• 5 additional days off per year for volunteering
• Rich internal training offer
• Wellbeing Program
• Psychological Support Platform

Recruitment stages

• CV screening
• Phone interview
• Recruitment interview

Which team will you join?

As an Individual Customer Advisor, you will strengthen the sales team, where we support clients and offer them tailored financial solutions. We deal with products and services in the areas of retail banking, small and medium-sized enterprises, and agribusiness. On a daily basis, you can count on team support and the development of your competencies alongside experienced individuals.

Your development

• In our organization, you have a real impact on the pace of your career. We offer you:
• a transparent promotion path – clear criteria that define each stage of your development;
• a pace of development that depends on you – your sales results and quality of work directly translate into further steps within the bank's structure;
• support at every stage – from comprehensive onboarding at the start, to preparation for an expert or managerial role;
• practical competencies – you will develop in the areas of professional negotiations, sales techniques, and building business relationships.

Credit Agricole Bank Polska S.A.

We are a bank of specialists

Credit Agricole is one of the leading banks in Poland in terms of comprehensive offering of financial and insurance products. Our Polish team consists of over 3600 specialists who ensure the high quality of our services every day.

We create a stable workplace

Crédit Agricole Group is one of the largest financial groups in Europe and the world – it has been operating continuously since the 19th century. In Poland, as Credit Agricole, we have been operating since 2011, but our history dates back to the 1990s, when we operated as Bank Świętokrzyski, and from 2001 we were known as Lukas Bank.

We connect four generations of experts

We are diverse – we combine the energy of four generations (Baby Boomers, X, Y, Z). Every day we cooperate, share knowledge, and exchange experiences.

We appreciate how much this gives us.

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