Branch Personal Banking Advisor – Sales & Service

Hsbc Global Services Limited; Stockport; Presencial; GBP 21 000 - 32 000; Tempo integral

Resumo da oferta

HSBC in Stockport is seeking a branch-based, customer-facing role focused on generating revenue by meeting Personal Banking and Advance needs while delivering excellent in-branch service. You will use a structured sales approach to match customers with HSBC products and services, and refer to specialists as needed.

You'll welcome customers, acquire new-to-bank clients, deepen relationships, and promote digital channels while maintaining strong risk and compliance awareness.

Qualificações

• Experience in a customer-facing sales and service role.
• Ability to use needs-based conversations to identify customer requirements.
• Track record of generating revenue through product sales and referrals.
• Ability to deepen relationships and introduce branch services.
• Knowledge of multi-channel banking options and customer channels.
• Adherence to regulatory and policy requirements when selling products.
• Vigilance against fraud and management of day-to-day risk.

Responsabilidades

• Welcome customers on branch entry and engage in needs-based conversations.
• Acquire new-to-bank customers through in-branch engagement.
• Develop existing relationships by identifying evolving banking needs.
• Deliver excellent customer experience and service where required.
• Promote multi-channel engagement and guide customers to digital options.
• Complete product sales except for restricted risk products as allowed.
• Provide referrals to Wealth Sales and Branch Specialists.
• Support branch performance and maintain risk awareness.

Conhecimentos

Customer-facing sales

Needs-based conversations

Revenue generation

Cross-selling

Regulatory compliance

Fraud awareness

Descrição da oferta de emprego

HSBC in Stockport is seeking a branch-based, customer-facing role focused on generating revenue by meeting Personal Banking and Advance needs while delivering excellent in-branch service. You will use a structured sales approach to match customers with HSBC products and services, and refer to specialists as needed.

You'll welcome customers, acquire new-to-bank clients, deepen relationships, and promote digital channels while maintaining strong risk and compliance awareness.