Branch Banking Pro: Grow Relationships & Revenue

HSBC Group; Carlisle; On-site; GBP 22,000 - 30,000; Full time

Job summary

HSBC Group in Carlisle is seeking a customer-facing Banking Advisor to generate revenue by meeting Personal Banking and Advance needs while delivering excellent branch service. You will use a structured sales approach, guide customers to digital channels, and refer to specialists when appropriate to strengthen relationships.

The role includes day-to-day branch support and risk awareness. You will welcome customers, acquire new-to-bank clients, and deepen existing relationships through tailored

Qualifications

• Experience in a customer-facing sales and service role.
• Ability to apply a structured needs-based conversation approach.
• Demonstrated ability to generate revenue through product sales and relationship growth.
• Ability to build new customer relationships and deepen engagement.

Responsibilities

• Welcome customers on branch entry and understand their needs through structured conversations.
• Acquire new-to-bank customers through in-branch engagement.
• Develop existing relationships by identifying opportunities to meet evolving banking needs.
• Deliver excellent customer experience and service where required.
• Promote multi-channel engagement and guide customers to additional channels when suitable.
• Complete product sales in line with risk and regulatory requirements.
• Provide referrals to specialists based on customer needs.
• Contribute to branch performance and maintain day-to-day risk awareness.

Skills

Customer-facing sales

Needs-based selling

Regulatory compliance

Relationship development

Multi-channel communication

Job description

HSBC Group in Carlisle is seeking a customer-facing Banking Advisor to generate revenue by meeting Personal Banking and Advance needs while delivering excellent branch service. You will use a structured sales approach, guide customers to digital channels, and refer to specialists when appropriate to strengthen relationships.

The role includes day-to-day branch support and risk awareness. You will welcome customers, acquire new-to-bank clients, and deepen existing relationships through tailored