Personal Banker
HSBC Group
Kelowna, British Columbia, Canada, North America
5d ago

Description

We help companies and individuals across Canada to manage their finances through three global business lines : Commercial Banking, Global Banking and Markets, and Retail Banking and Wealth Management.

It’s this global connectivity that you will find yourself inspired and collaborating with colleagues not just locally but also across continents and cultures.

About Retail Banking & Wealth Management Retail Banking and Wealth Management serves millions of customers worldwide, helping them manage their day to day finances and save for the future.

We also connect institutional and retail clients with investment opportunities through our Global Asset Management division.

We are committed to building long-term relationships with our customers, offering products and services to help them reach their goals and aspirations.

We continue to exponentially grow our market share in Canada year on year. Key Objectives for Personal Banker : More than a Customer Service Representative or Teller, At HSBC the Personal Banker provides superior customer service, sales, operational administration, and risk controls to meet customer needs across multiple distribution channels.

Principle Accountabilities :

  • Perform a variety of sales and service activities to retail, mass affluent, high net worth and business banking customers, either face to face or through an alternate channel.
  • Put emphasis on counter services, risk operation and control.
  • Recognize opportunities by making referrals for client conversion, acquisition of new account relationships and or cross and up-
  • sell of HSBC products and services that cross multiple distribution channels.

  • Responsible for ensuring the accurate and timely processing of all activities.
  • Ensure compliance, security and fraud, operational and system controls in accordance with HSBC regulatory standards and government regulations.
  • Provide operational support as required.
  • Identify and understand basic customer needs in order to exceed customer expectations to complete transactions with speed, efficiency and certainty.
  • Act as first level escalation for handling customer inquiries.
  • Maintain superior and courteous service to promote products and expand customer relationships.
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
  • Contribute to team-based approach in managing customer needs.
  • Actively participate and assist with all Bank promotional programs, sales and direct marketing initiatives.
  • Participate in business development programs within area of specialty to enhance product knowledge and cross selling skills.
  • Adhere to operational policies and procedures and effectively identifies and manages applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
  • Qualifications

    Knowledge & Experience / Qualifications :

  • Perform a variety of sales and service activities to retail, mass affluent, high net worth and business banking customers, either face to face or through an alternate channel.
  • Put emphasis on counter services, risk operation and control.
  • Recognize opportunities by making referrals for client conversion, acquisition of new account relationships and or cross and up-
  • sell of HSBC products and services that cross multiple distribution channels.

  • Responsible for ensuring the accurate and timely processing of all activities.
  • Ensure compliance, security and fraud, operational and system controls in accordance with HSBC regulatory standards and government regulations.
  • Provide operational support as required.
  • Identify and understand basic customer needs in order to exceed customer expectations to complete transactions with speed, efficiency and certainty.
  • Act as first level escalation for handling customer inquiries.
  • Maintain superior and courteous service to promote products and expand customer relationships.
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
  • Contribute to team-based approach in managing customer needs.
  • Actively participate and assist with all Bank promotional programs, sales and direct marketing initiatives.
  • Participate in business development programs within area of specialty to enhance product knowledge and cross selling skills.
  • Adhere to operational policies and procedures and effectively identifies and manages applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
  • HSBC Proud In 2017, HSBC Bank Canada was named one of the Best 50 Corporate Citizens by Corporate Knights magazine, in addition to The World’s Best Bank by Euromoney Magazine in its annual Awards for Excellence.

    Join HSBC, and benefit from the following :

  • Career Development : Within your current role, as well as Canadian and international opportunities
  • Company Reputation : Offering prestige, strength, and longevity
  • Business Growth : Underpinned by our drive, and the highest banking standards
  • International Connectivity and impact : Build global relationships and be a part of international initiatives
  • A diverse workforce : Reflecting our belief that diversity of thought, background and perspective make HSBC a stronger organization
  • Corporate Sustainability : We build our business for the long term by balancing social, environmental and economic considerations in the decisions we make
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