Branch Banking Advisor: Personal Finance Growth

Hsbc Global Services Limited; Carlisle; Vor Ort; GBP 19.000 - 26.000; Vollzeit

Zusammenfassung

HSBC Global Services Limited in Carlisle is seeking a branch-based, customer-facing role focused on generating revenue by meeting the needs of Personal Banking and Advance customers while providing service where required.

You will use a structured sales approach to understand what matters to each customer, guide them to suitable HSBC products, and help bring in new customers to the bank while strengthening existing relationships through in-branch support.

Qualifikationen

• Experience in a customer-facing sales and service role.
• Structured approach to needs-based conversations and product recommendations.
• Ability to generate revenue through appropriate product sales and relationship deepening.
• Build new customer relationships and convert interest into long-term engagement with the bank.
• Promote digital and multi-channel options while maintaining high service standards.
• Follow regulatory and policy requirements when selling products and providing customer support.
• Protect the bank through vigilance against fraud and managing operational risk.

Aufgaben

• 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

Kenntnisse

Customer facing sales

Needs-based conversations

Revenue generation

Regulatory compliance

Referrals to specialists

Jobbeschreibung

HSBC Global Services Limited in Carlisle is seeking a branch-based, customer-facing role focused on generating revenue by meeting the needs of Personal Banking and Advance customers while providing service where required.

You will use a structured sales approach to understand what matters to each customer, guide them to suitable HSBC products, and help bring in new customers to the bank while strengthening existing relationships through in-branch support.