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Full-time
Posted 9d ago
~40 hrs/week
Responsibilities
The role focuses on generating revenue by meeting the needs of personal banking and advance customer segments within a branch setting. Responsibilities include acquiring new customers, deepening existing relationships, and ensuring a high-quality customer experience across multiple channels.
Requirements
Candidates must be able to utilize the EDRAS based sales process to discover customer needs and provide appropriate referrals. The role requires a commitment to regulatory compliance, fraud prevention, and maintaining operational risk standards.
Full job description
A branch based customer facing role primarily focused on generating revenue by meeting customer needs to personal banking and Advance customer segment, may provide service where required. Providing consistently excellent customer experience and encouraging customers to use additional channels where appropriate to ensure delivery of the proposition.
Undertakes all product sales except material risk products (where regulation permits) using EDRAS based sales process to discover customer needs. Providing referrals to both Wealth Sales and Branch Specialists based on customer needs.
Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes:
1. Engaging and Discovering Customer Needs on Branch Entry
2. Acquiring New to Bank Customers
3. Deepening Relationships with Customers
4. Delivering Service Excellence
5. Promoting and Delivering Multi-Channel Engagement
6. Supporting the Branch
7. Protect the Bank - through vigilance against fraud, knowing your customer, adhereing to regulations/policies and minimising operational risk
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [email protected].
Related keywords
Personal BankingCustomer ExperienceEDRASWealth SalesFraud PreventionKYCOperational RiskMulti-Channel EngagementRevenue GenerationBranch Banking
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking