Branch Banker: Personal Banking & Wealth Solutions

HSBC Holdings plc; Newcastle upon Tyne; Sur place; GBP 25 000 - 35 000; Plein temps

Résumé du poste

HSBC is seeking a branch-based, customer-facing sales professional to generate revenue by meeting Personal Banking and Advance customer needs while delivering quality service. You will use a structured needs-based conversation to match customers to HSBC products and services within regulation.

You’ll expand existing relationships and attract new customers through in-branch engagement, promoting multi-channel options and guiding customers to digital channels where appropriate.

Qualifications

• Experience in a customer-facing sales and service role.
• Ability to apply structured needs-based conversations.
• Proven ability to generate revenue through product sales and relationships.
• Ability to build new customer relationships and deepen engagement.
• Promote digital and multi-channel options to support customer experience.
• Ability to make referrals to specialist colleagues based on needs.
• Adhere to regulatory and policy requirements when selling products.

Responsabilités

• Welcome customers on branch entry and use structured conversations to understand their needs.
• Acquire new-to-bank customers through effective in-branch engagement.
• Develop existing customer relationships by identifying opportunities to meet evolving banking needs.
• Deliver consistently excellent customer experience and service where required.
• Promote multi-channel engagement and guide customers to additional channels where appropriate.
• Complete product sales except material risk products where regulation permits.
• Apply the EDRAS based sales process to discover needs and recommend suitable solutions.
• Provide referrals to Wealth Sales and Branch Specialists based on customer needs.

Connaissances

Customer sales

Needs-based selling

Revenue generation

Relationship building

Multi-channel promotion

Regulatory compliance

Fraud risk awareness

Description du poste

HSBC is seeking a branch-based, customer-facing sales professional to generate revenue by meeting Personal Banking and Advance customer needs while delivering quality service. You will use a structured needs-based conversation to match customers to HSBC products and services within regulation.

You’ll expand existing relationships and attract new customers through in-branch engagement, promoting multi-channel options and guiding customers to digital channels where appropriate.