Branch Banking Advisor: Personal & Wealth Solutions

HSBC Holdings plc; Stockport; Sur place; GBP 23 000 - 29 000; Plein temps

Résumé du poste

HSBC Holdings plc in Stockport is seeking a customer-facing sales professional for a branch role. You will engage customers on arrival, understand their needs, and guide them to suitable HSBC products and digital channels while maintaining exceptional service standards.

The position focuses on acquiring new customers and strengthening existing relationships, with referrals to specialists as appropriate and a strong emphasis on compliance and risk awareness.

Qualifications

• Customer-facing sales experience is required.
• Ability to use needs-based conversations to guide product choice.
• Capable of generating revenue through suitable product sales.
• Follow regulatory and policy requirements when selling products.

Responsabilités

• Welcome customers and understand their needs using structured conversations.
• Acquire new-to-bank customers and deepen existing relationships.
• Promote multi-channel engagement and guide customers to digital options.
• Complete product sales and refer to specialist teams as appropriate.
• Maintain high standards of in-branch service and risk awareness.

Connaissances

Customer-facing sales

Needs-based conversations

Revenue generation

Regulatory compliance

Multi-channel guidance

Fraud awareness

Description du poste

HSBC Holdings plc in Stockport is seeking a customer-facing sales professional for a branch role. You will engage customers on arrival, understand their needs, and guide them to suitable HSBC products and digital channels while maintaining exceptional service standards.

The position focuses on acquiring new customers and strengthening existing relationships, with referrals to specialists as appropriate and a strong emphasis on compliance and risk awareness.