Professional license – Banking finance insurance: customer service manager

The objective of this Professional License is to optimize the marketing of banking and insurance products and services for the segments targeted by the establishment on the individual market.

This work-study training aims to train professionals capable of handling a portfolio of medium and high-end customers. This involves providing banking and insurance companies with employees possessing the knowledge, interpersonal skills and operational know-how to exercise the profession of customer advisor in the individual customer market.

Their missions are: advice, commercial efficiency and the overall good quality of the service offered. The account manager is prepared to exercise management responsibilities.

Several certification opportunities: the “Financial Markets Authorities - AMF” certification, the PIX certification, the Voltaire certification and a certification in English

A diploma giving access to level 1 or 2 “intermediary in banking operations and payment services” which conditions access to the profession of intermediary in banking operations and payment services (IOBSP)

A close partnership with local financial institutions

A qualified mixed teaching team, combining high-level professionals from the banking finance insurance sector and qualified academics in the field

An efficient job offer rate

• Master the challenges of financial institutions in the national, European and international context


• Know the products and distribution mechanisms of insurance in France


• Master the techniques for establishing diagnostics in terms of individual financing with a view to proposing suitable solutions


• Know communication, management and recruitment techniques


• Know how to analyze a company's financial documents, a business plan and management tables


• Understand the legal environment of the company: contracts, problems, liability


• Master sales and customer management techniques

Sheet of the National Directory of Professional Certifications (RNCP)

• Fundamentals and environment: banking law, insurance law, digital culture, written and oral communication, methodology, English


• Knowledge of the sector: the banking firm, the insurance company, banking and monetary economics, tax environment, compliance, deposit account, payment methods, innovative payment methods m-payment and e-payment, property and casualty insurance, personal insurance , bank and non-bank savings


• Knowledge of the profession: customer relationship management and commercial optimization, risk management, financial mathematics, approach to the act of sale, commercial negotiation, teamwork, management of incivility, loans to individuals, credit risk management


• Knowledge of the insurance profession: economic and financial environment of insurance companies, insurance products and services: provident insurance, fight against Money Laundering and Financing of Terrorism (LCBFT), commercial behavior and marketing techniques in insurance, marketing and customer relationship management (CRM) in insurance, claims processing and management, LCBFT


• Knowledge of the Banking option profession:

- wealth management approach: portfolio management, marketing and CRM in banks, securities and stock market, undertakings for collective investment in transferable securities (UCITS), multi-channel, e-banking and e-insurance - banking, insurance and social networks

- banking approach: professional markets and micro-enterprise and micro-association approach.

Work-study training with a tutored project and professional dissertation.

Not concerned

After study of the file, Baccalaureate + 2 level or equivalent.

The Professional License is a national higher education diploma which confers on its holder the degree of License and pursues a priority objective of professional integration.

Graduates can work in the following sectors: banks, insurance, financial companies, stock market, actuarial science, real estate trading, economic and financial studies, processing of financial flows and products, sale of financial products, asset management.

- Customer sales assistant for “Individuals”, customer advisor for Individuals, ETAM (Employees, Technicians and Supervisors) with potential for progression towards the Professional market.
- Bank customer manager, individual customer manager, professional customer manager, bank management manager, bank customer advisor, postal bank financial advisor, bank customer manager.
- Insurance sales agent, insurance call center customer manager, property and casualty advisor, insurance customer advisor, claims management advisor, insurance sales advisor.