Banking and insurance customer advisers work in a sector that is undergoing radical change as a result of digitalisation, the increasing autonomy of customers and the rise of online banking. Their role is to develop their bank’s commercial activity by offering personalised banking or insurance products, while managing and developing a customer portfolio.
The European Bachelor’s in Banking and Insurance trains experts capable of meeting the expectations of a demanding clientele, by developing technical, commercial and interpersonal skills. They play a key role in the local and national economy, boosting employment and increasing the profitability of financial institutions.
- Insurance Account Manager
- Customer Manager
- Account Manager
- Banking Operations Agent
- Individual Client Manager
- Banking Operations Agent
- Desk Advisor Front
- Customer Advisor
- Customer Relations Manager
- Propose solutions to meet the needs of individual and business customers according to their financial situation
- Develop and manage a customer portfolio
- Analyse the market, competition and oppotunities
- Contribute to the development of the establishment’s commercial strategy
- Acquire the economic and legal skills needed to sell financial products
- Analyse customers’ needs and how the evolve in order to propose appropriate banking and insurance offers
- Provide advice on savings and financing, in compliance with the procedures and constraints of a financial institution
- Provide ethical advice to boost customer satisfaction and loyalty
- Be agile by using digital tools to boost performance
- Customer relations in an Omnichannel Environment
- Banking environment and customer relations
- Stages in the customer relationship
- Customer development
- Business Development And Risk Management
- Competitive intelligence and sales strategy
- Prospecting the market and developing the customer portfolio
- Responding to the needs of professional customers
- Commitments and financing solutions for private individuals
- Wealth management advice
- Studying customer files and simulations
- Monitoring activity and sales reporting
- Conducting sales negotiations
- Customer Portfolio And Risk Prevention
- Risk prevention policy
- Customer risk profile
- Standards and regulations
- Cybersecurity
- Monitoring the banking market
- Professional assignment (≥12 weeks)
