Customer Relationship Expert 1

Allianz
Bulgaria
Workplace: OnsiteFull timeFunction: SalesExperience: 2+ yearsSkills: ["Communication","Organizational skills","Composure","Confidentiality","Teamwork","Computer literacy","Adherence to confidentiality"]

Offer and sell banking products to individual clients, providing consultations and comprehensive retail banking services. Identify client needs, recommend suitable products, and pursue cross-selling while attracting new customers. Handle cash operations and temporarily substitute the cashier when needed, including reminders and debt collection. Support client retention with targeted actions and stay informed about competitors. Use tools and AI technologies (e.g., ChatGPT, Copilot) as part of daily work.

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FursaFursa
Allianz
Allianz
5 days ago

Customer Relationship Expert 1

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Offer and sell banking products to individual clients, providing consultations and comprehensive retail banking services. Identify client needs, recommend suitable products, and pursue cross-selling while attracting new customers. Handle cash operations and temporarily substitute the cashier when needed, including reminders and debt collection. Support client retention with targeted actions and stay informed about competitors. Use tools and AI technologies (e.g., ChatGPT, Copilot) as part of daily work.
Location: Bulgaria
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Offer, sell, and provide consultations to individual clients on banking products.
  • •Provide comprehensive banking services to individual clients.
  • •Substitute the Cashier during leave or sick days and handle cash operations.
  • •Identify clients’ needs and offer suitable products and services, including cross-selling.
  • •Attract new clients, ensure timely client reminders and debt collection, and take actions to retain clients.

Pay and Benefits

Perks:Annual BonusPensionHealth InsuranceEquityDiscounts

Key Requirements

  • •Higher education; a degree in Economics is an advantage.
  • •At least two years of experience in the banking sector is a significant advantage.
  • •Willingness to handle cash operations and substitute the Cashier when needed.
  • •Proficiency in English is an advantage.
  • •Strong communication, organizational skills, composure, confidentiality, and teamwork. Use AI tools such as ChatGPT or Copilot.
Experience:2+ yearsBanking
Education:
Skills:CommunicationOrganizational skillsComposureConfidentialityTeamworkComputer literacyAdherence to confidentiality
Languages:English
Tech Stack:ChatGPTCopilotAI technologies

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