Sunday , May 19 2024

HSBC Job Openings – Personal Banker

Website HSBC

Job Description:

This is a branch based customer facing role to generate revenue by meeting customer needs and service where required primarily with Personal Banking and Advance customer segments. This role delivers proposition by providing a consistently excellent customer experience and encouraging customers to use additional channels where appropriate. To undertake simple product sales as appropriate using the EDRAS based sales process to discover customer needs. Provides referrals to Mortgage, Retail Business Banking sales staff and Premier customer segment aligned employees based on customer needs. Primary lobby manager who receives and engages walk-in customers in a friendly and courteous manner. Listens, understands and interprets customer needs and provides options on how they bank with us. Handles less complex customer service requests and pro-actively manages the self-service strategy. This role utilizes a customer lead generation system to provide targeted sales opportunities to current and potential customers. This role also processes and initiates various financial transactions for customers.

Job Responsibilities:

  • Excludes the sales of Consumer Mortgage Products; refer to other specialized product areas, as required
  • Sell appropriate HSBC Bank core financial services products to meet their needs while developing and deepening relationships
  • Accept and process deposits, payments, checks for cashing and other transactions according to established procedures and performance standards.
  • Initiates contact with new and existing customers and offers value added products and services based on customer need and ensures customer understanding of those products
  • Excludes the sale and referrals of investment and insurance products

Job Requirements:

  • Minimum of two years proven branch office and/or retail customer service and sales experience or equivalent, including cash handling experience
  • Minimum of high school diploma or equivalent experience.
  • Proficiency with personal computers and office machines as well as pertinent mainframe systems and software packages
  • Demonstrated product and segment knowledge and referral abilities
  • Proven interpersonal, analytical, organizational, customer service and communications skills

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: San Jose, CA, US

Application Deadline: N/A

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