Customer Relationship Expert

Allianz
Sofia
Workplace: OnsiteFull timeFunction: SalesExperience: 2+ yearsSkills: ["Communication","Organizational skills","Confidentiality","Teamwork","Composure"]

Offer and sell banking products to individual clients through consultative service, identifying needs, recommending suitable solutions, and finding cross-selling opportunities. Provide comprehensive retail banking support, attract new customers, and take targeted actions to retain existing clients. Substitute for the Cashier when needed, stay informed about competitors, and ensure timely reminders and collection of client debts.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Allianz
Allianz
2 days ago

Customer Relationship Expert

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Offer and sell banking products to individual clients through consultative service, identifying needs, recommending suitable solutions, and finding cross-selling opportunities. Provide comprehensive retail banking support, attract new customers, and take targeted actions to retain existing clients. Substitute for the Cashier when needed, stay informed about competitors, and ensure timely reminders and collection of client debts.
Location: Sofia
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Offer, sell, and provide consultations to individual clients on the full range of banking products.
  • •Deliver comprehensive banking services and identify clients’ needs to recommend suitable products and services.
  • •Identify cross-selling opportunities, attract new clients, and take targeted actions to retain clients.
  • •Substitute for the Cashier during leave or sick days and handle cash operations when needed.
  • •Ensure timely reminders and collection of debts from clients and stay familiar with retail banking competitors.

Pay and Benefits

Perks:Annual BonusEquityPensionHealth InsurancePaid Leave

Key Requirements

  • •Degree-level education (Economics degree is an advantage).
  • •At least two years of experience in the banking sector (significant advantage).
  • •Willingness to handle cash operations and substitute the Cashier when needed.
  • •Strong communication skills, organizational abilities, composure, and adherence to confidentiality.
  • •Ability to work in a team and use AI technologies (e.g., ChatGPT, Copilot) and computer systems.
Experience:2+ yearsBanking
Education:
Skills:CommunicationOrganizational skillsConfidentialityTeamworkComposure
Languages:English
Tech Stack:ChatGPTCopilot

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn