Branch Banking Advisor: Needs-Based Sales & Service

Hsbc Global Services Limited; England; On-site; GBP 26,000 - 34,000; Full time

Job summary

HSBC is seeking a branch-based, customer-facing Sales Associate to generate revenue by meeting Personal Banking and Advance needs while delivering excellent service in-branch.

You’ll use a structured, needs-based approach to understand customers, promote digital channels, and make referrals to specialists as appropriate. Join a team focused on risk awareness and customer satisfaction.

Qualifications

• Experience in a customer-facing sales and service role.
• Ability to apply structured needs-based conversations.
• Capability to meet revenue targets while maintaining service quality.
• Knowledge of banking products and regulatory requirements.

Responsibilities

• Welcome customers on branch entry and use structured conversations to understand their needs.
• Acquiring 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.

Skills

Customer service

Sales skills

Needs-based conversations

Attention to detail

Tools

EDRAS process

Job description

HSBC is seeking a branch-based, customer-facing Sales Associate to generate revenue by meeting Personal Banking and Advance needs while delivering excellent service in-branch.

You’ll use a structured, needs-based approach to understand customers, promote digital channels, and make referrals to specialists as appropriate. Join a team focused on risk awareness and customer satisfaction.