Primary Banker 1, Damansara Utama Branch

HSBC; Seremban; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading global banking institution in Seremban is seeking a motivated Primary Banker 1 to join its Wealth and Personal Banking team. The role involves delivering exceptional customer experiences, promoting digital banking solutions, and driving revenue growth through various retail products. Ideal candidates will have strong customer service and sales skills, with a focus on compliance and accuracy in customer information management.

Qualifications

• Experience in delivering exceptional customer service.
• Ability to promote digital banking solutions.
• Proven track record in sales and revenue generation.

Responsibilities

• Deliver exceptional customer experience as a Branch Ambassador.
• Promote digital channels to new or existing customers.
• Generate revenue through personal loans and retail products.
• Drive referrals for Advance and Premier segments.
• Utilize customer base to identify sales opportunities.
• Maintain accurate customer information in the system.
• Ensure compliance with regulatory requirements.

Skills

Customer service

Sales skills

Digital literacy

Job description

Some careers grow faster than others.

If you’re looking for a career that offers ample opportunities for development, join HSBC and unlock your potential.

Wealth and Personal Banking is our new global business combining Retail Banking, Wealth Management, and Global Private Banking, aiming to become one of the world’s largest wealth managers with USD 1.4 trillion in assets. In Asia, where wealth pools are expanding rapidly, HSBC’s wealth revenues increased by 12% in 2019 (year-on-year) to USD 5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the spectrum of private wealth, from personal banking for individuals and families to business owners, investors, and ultra-high-net-worth individuals. We offer products and services such as bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management, and private banking tailored to our customers' needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team as a Primary Banker 1. You will work with colleagues to define, manage, and achieve divisional business targets.

Principal Responsibilities:

1. Act as a Branch Ambassador to deliver exceptional customer experience by identifying and fulfilling customer needs at first contact.
2. Promote digital channels and Life Sign Technology to New to Bank (NTB) or Existing to Bank (ETB) customers.
3. Generate revenue growth by meeting customer needs for cards, personal loans, balance build, and other retail products.
4. Drive referrals for both Advance and Premier customer segments.
5. Utilize customer base to identify opportunities and drive sales.
6. Update customer information accurately in the bank’s system.
7. Ensure compliance with regulatory requirements, including Audit, SOX, and others.