Crédit Agricole de la Touraine et du Poitou

About the Company

La Caisse régionale de Crédit Agricole de la Touraine et du Poitou regroupe les 2 départements de la Vienne et de l'Indre et Loire, totalisant 1 050 000 habitants. La Caisse régionale, c'est un réseau de 142 points de vente permanents, dont 2 Centres d’Affaires disposant de tous les services et conseils de banque de proximité et gestion de patrimoine pour les particuliers, les professionnels et les entreprises. C'est aussi et surtout plus de 1 500 femmes et hommes répartis sur les agences des deux départements mais aussi sur les deux sièges que compte la Caisse régionale, à Tours et à Poitiers. L'activité de la Banque est équilibrée entre ses différentes clientèles : Particuliers, Entreprises, Agriculteurs, Artisans, Commerçants, Collectivités Publiques, Professions Libérales, Associations. Les dirigeants : Odet TRIQUET – Président Nathalie MOURLON - Directrice Générale Quelques chiffres à fin 2023 : - Plus de 534 700 clients nous accordent leur confiance, soit environ 1 habitant sur 2 en Touraine-Poitou - 314 580 sociétaires - Plus de 700 administrateurs réunis dans 64 Caisses locales - Fonds propres : 2,5 milliards d'euros

Listed Jobs

Company Name

Crédit Agricole de la Touraine et du Poitou

Job Title

Conseiller commercial H/F

Job Description

Job title: Commercial Advisor Role Summary: Provide comprehensive banking and financial solutions to individual and business clients, ensuring high client satisfaction and contributing to the growth and reputation of the regional banking network. Expectations: - Deliver outstanding customer service and maintain client relationships. - Meet or exceed sales and performance targets within the agency group. - Actively participate in team activities and support collective objectives. - Promote local partnerships and community initiatives as part of territorial development. Key Responsibilities: - Consult clients on savings, credit, insurance, and general banking services. - Identify and pursue new prospecting opportunities while retaining existing customers. - Collaborate with colleagues across departments to provide integrated solutions. - Participate in training and development activities (initial 6‑month program). - Support local community and partnership programs to enhance the bank’s local presence. Required Skills: - Strong interpersonal and communication abilities. - Client‑centric mindset with adaptability and initiative. - Team player with good collaboration and problem‑solving skills. - Basic banking and financial product knowledge; experience in banking or related field preferred. Required Education & Certifications: - Bachelor’s degree (Bac+3) or equivalent in Banking, Finance, Insurance, or Commerce. - Prior banking or financial services experience desirable. (End)

Tours, France

On site

19-11-2025

Company Name

Crédit Agricole de la Touraine et du Poitou

Job Title

Conseiller de Clientèle auprès des Professionnels H/F

Job Description

Job Title: Professional Client Advisor Role Summary: Deliver comprehensive financial solutions to professional clients, driving portfolio growth, client satisfaction and profitability through tailored banking and insurance products. Expectations: Proactively manage and expand a professional client base, ensuring adherence to compliance standards and internal risk controls. Demonstrate relentless pursuit of new business and retention of existing accounts. Key Responsibilities: - Plan, conduct, and record client meetings to assess needs across financing, investment, and insurance domains. - Advise on, promote, and sell complex banking and insurance offerings, achieving targets for loan balances and equipment rates. - Maintain an ongoing, value‑add relationship with clients, coordinating with group specialists (wealth managers, insurance experts) as needed. - Execute client acquisition initiatives, targeting prospects and nurturing leads through targeted outreach. - Monitor market developments, provide insights, and recommend commercial actions to enhance client portfolios. - Ensure strict compliance with regulatory and internal risk frameworks. - Collaborate on local partnership initiatives, reinforcing mutualistic relationships and community engagement. Required Skills: - Strong financial analysis and risk management capability. - Excellent communication, listening, curiosity, and high‑standard service orientation. - Self‑driven, reactiveness, and a “win‑by‑win” mindset toward client and business growth. - Team‑player ready to refer clients to specialized experts within the group. Required Education & Certifications: - Bachelor’s degree or higher (Bac + 3/4/5) in finance, business, or related field. - Prior experience in banking or insurance; knowledge of financial products and regulatory environment is essential.

Lusignan, France

On site

19-11-2025

Company Name

Crédit Agricole de la Touraine et du Poitou

Job Title

Conseiller commercial à distance H/F

Job Description

Job title: Remote Commercial Advisor Role Summary: Act as the main point of contact for a bank’s remote customer base, converting inbound leads into client projects, advising on insurance and equipment sales, and upholding regulatory and risk standards while fostering digital adoption and mentoring new hires. Expectations: - Turn qualified leads into signed client projects with speed and accuracy. - Innovate and refine lead‑conversion techniques. - Identify upsell opportunities in insurance and equipment to deepen customer relationships. - Promote and support digital usage within the customer journey. - Provide training and knowledge transfer to junior team members. - Maintain strict compliance with banking regulations and risk protocols. Key Responsibilities: - Handle inbound client requests through the remote relationship center. - Conduct needs‑analysis and deliver tailored sales proposals. - Follow up on leads, ensuring timely conversion and onboarding. - Close sales on insurance products and related banking equipment. - Collaborate with digital teams to enhance customer engagement tools. - Mentor and coach new hires on sales processes and product knowledge. - Monitor and report on compliance risks and issue remediation actions. Required Skills: - Strong customer‑centric communication and advisory capability. - Proven sales and negotiation skills in a banking or financial services context. - Ability to manage and improve lead‑to‑sale pipelines. - Knowledge of regulatory requirements and risk management in banking. - Proficiency with digital sales tools and CRM systems. - Team‑player with initiative, adaptability, and intrapreneurial spirit. Required Education & Certifications: - Minimum bachelor’s degree (Bac+3) in banking, insurance, commerce, or equivalent finance field, **or** documented experience in banking sales.

Poitiers, France

On site

19-11-2025

Company Name

Crédit Agricole de la Touraine et du Poitou

Job Title

Conseiller des particuliers H/F

Job Description

Job Title: Personal Client Advisor Role Summary: The Personal Client Advisor manages a portfolio of approximately 600 private clients in a regional banking environment. Duties include building strong client relationships, identifying financial needs, and proactively promoting banking products such as cards, insurance, and loans. The advisor collaborates with specialists in wealth management, real estate, and other domains, participates in community partnership initiatives, and serves as a technical reference within a specific activity area (e.g., housing or insurance). Expactations: Deliver high‑quality client service, meet cross‑sell objectives, ensure regulatory compliance, acquire new clients through referrals, support team collaboration, and engage in local community initiatives. Key Responsibilities: - Manage and continuously engage a portfolio of ~600 private clients. - Conduct comprehensive client consultations to detect financial needs. - Propose and upsell banking products (cards, insurance, loans). - Achieve cross‑sell targets while maintaining client satisfaction and loyalty. - Refer clients to internal specialists (Wealth Management, Real Estate, etc.) and coordinate follow‑up. - Act as a technical reference in a chosen domain (e.g., housing, insurance). - Participate in territorial partnership activities to promote local advantages and support community associations. Required Skills: - Strong client‑service orientation and effective communication. - Analytical ability to assess client needs and recommend appropriate solutions. - Proactive selling, upselling, and cross‑selling skills. - Team collaboration and multidisciplinary coordination. - Self‑motivation, curiosity, and active listening. - Basic knowledge of banking regulations and compliance standards. Required Education & Certifications: - Minimum bachelor’s degree (Bac + 3) or higher in finance, economics, business or related field. - At least 3 years of banking experience in a client advisory role.

Dangé-saint-romain, France

On site

19-11-2025