Relationship Officer

2 weeks ago


Melbourne, Victoria, Australia HSBC Full time

16 Month Fixed Term Contract

Some career choices have more impact than others.
At HSBC we exist with the purpose of Opening up a World of Opportunity.

We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.

We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.


As an HSBC employee in Australia, you'll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits.

These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.


We are currently seeking an ambitious individual to join our newly formed National Client Management Team in a virtual role as a Relationship Officer with working flexibly at home and in our Head office at Barangaroo.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures.

It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.


Responsibilities:

  • Providing support to Client Relationship Managers in ensuring all data entry are accurately inputted and completed in a timely manner.
  • Ensuring all credit submission and documentation are appropriately completed.
  • Acting as quality control person for all information completed by Client Relationship Managers
  • Assisting in identifying the client's financial service needs and offering appropriate options on financial services and personal credit products.
  • Being the first point of contact for customers when required and providing premium customer service.
  • Proactively working with internal parties to ensure the smooth facilitation of referrals and home loan maintenance.
  • Providing support to Client Relationship Managers in complaints handling.
Requirements

Requirements:

  • Minimum Higher School Certificate or equivalent certification/education
  • A minimum of 2 years customer service experience within a Financial Services environment
  • A passion for delivering firstclass customer service to a diverse client base.
  • Strong communication and interpersonal skills.
  • A strong attention to detail and a commitment to teamwork.
  • Welldeveloped analytical and problem solving ability.
  • Demonstrated ability to manage multiple tasks with competing deadlines, flexibility and adaptability
  • Excellent time management skills
  • Ability to work and thrive under pressure
  • Strong history of policy compliance


We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done.

Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count.

We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment.

Applications from First Nations peoples are encouraged.
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