Branch Banking Advisor – Personal Solutions

Hsbc Global Services Limited; Stretford; On-site; GBP 21,000 - 28,000; Full time

Job summary

HSBC in Altrincham is seeking a branch-based, customer-facing role focused on generating revenue by meeting Personal Banking needs while delivering excellent service. You’ll use a needs-based conversation approach to understand what matters to each customer and match them to HSBC products and services where regulation permits.

You’ll contribute to the wider branch performance through day-to-day support, risk awareness and referrals to specialist teams, while promoting digital channels and

Qualifications

• Bring experience in a customer-facing sales and service role with a focus on meeting customer needs
• Apply a structured approach to needs-based conversations and product recommendation
• Demonstrate capability in generating 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 in a way that supports consistently good customer experience
• Make effective referrals to specialist colleagues based on customer needs
• Follow regulatory and policy requirements when selling products and providing customer support
• Protect the bank through vigilance against fraud, knowing your customer and managing operational risk in day-to-day activity

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

Job description

HSBC in Altrincham is seeking a branch-based, customer-facing role focused on generating revenue by meeting Personal Banking needs while delivering excellent service. You’ll use a needs-based conversation approach to understand what matters to each customer and match them to HSBC products and services where regulation permits.

You’ll contribute to the wider branch performance through day-to-day support, risk awareness and referrals to specialist teams, while promoting digital channels and