The ultracompetitive banking sector is rapidly changing. In order to meet the needs of an increasingly well-informed and demanding clientele, actors across the sector must adapt by extending the services and products they offer.
Given the increasing digitalisation of services and increased client autonomy, particularly via online banking, the role of personal banking advisors is changing.
The European Bachelor’s in Banking: Client Advisor provides the knowledge and solid professional and interpersonal skills required by experts in the field. Client advisors must be flexible and adaptive, possessing both the practical and people know-how essential to successfully completing their assignments.
- Branch Personal Banking Advisor
- Remote Banking Client Advisor
- Insurance Client Advisor
- Banking Operations Technician
- Personal Banking Client Manager
- Junior Sales Advisor Front
- Desk Advisor Front
- Desk Officer
- Telephone Advisor
- Knowledge of the financial world and its development
- Knowledge and mastery of services provided by the different players of the banking and insurance world
- How to manage and develop a portfolio of individual clients
- How to analyse a commercial situation
- Gaining the economic and legal skills required for the sale of financial products and insurance
- Mastery of sales techniques, by phone or face to face
- Be familiar with banking, the banking environment and the specificities of the personal banking market
- Understand the services offered by different banking and insurance actors
- Develop communication and client interaction techniques
- Develop and manage a client portfolio
- Analyse a sales situation
- Acquire the economic and legal skills needed to sell financial products
- Advise clients on their existing and emerging everyday banking needs
- Provide optimal advice on savings and financing while respecting the procedures and constraints of a given financial institution
- AFI – L’UE
- ENACO
