Branch Banking & Wealth Advisor

HSBC Holdings plc; Altrincham; On-site; GBP 21,000 - 31,000; Full time

Job summary

HSBC Holdings plc in the United Kingdom is seeking a branch-based, customer-facing role focused on generating revenue by meeting Personal Banking and Advance customers' needs, while delivering service where required. You will guide customers to suitable products and channels, with emphasis on compliant, high-quality in-branch experience.

You will welcome customers, acquire new-to-bank clients, deepen relationships, and collaborate with Wealth Sales and Branch Specialists.

Qualifications

• Experience in a customer-facing sales and service role.
• Structured needs-based conversations and product recommendations.
• Ability to generate revenue through product sales and relationship deepening.
• Ability to build new customer relationships and convert interest into long-term engagement.
• Promote digital and multi-channel options to support customer experience.
• Make effective referrals to specialist colleagues based on customer needs.
• Follow regulatory and policy requirements when selling products and providing customer support.

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 Holdings plc in the United Kingdom is seeking a branch-based, customer-facing role focused on generating revenue by meeting Personal Banking and Advance customers' needs, while delivering service where required. You will guide customers to suitable products and channels, with emphasis on compliant, high-quality in-branch experience.

You will welcome customers, acquire new-to-bank clients, deepen relationships, and collaborate with Wealth Sales and Branch Specialists.