Personal Banking Consultant, Perth

2 weeks ago

Perth, Western Australia HSBC Full time

  • Job description

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.


This role is an excellent opportunity for you to make a difference and start your career with HSBC as a Personal Banking Consultant at our Perth Branch on a permanent part time basis.


The role is a customer facing role with personal banking customers who make a significant contribution to our Retail Bank Wealth Management (RBWM) business.

Professionalism, customer focus and a broad understanding of the fundamentals of service, sales and financial planning are critical to the success of the business.

The role holder has a responsibility to welcome customers into the branch and provide prompt accurate information on services available in a friendly and efficient manner ensuring customer's experience, is of the the highest standard throughout all interactions.

Key activities include answering enquiries, identifying customer needs, educating and encouraging use of new customer technology and cash handling.

This jobholder is also responsible for assisting customer transactions at the Self Service Terminals in a friendly, service orientated, prompt and efficient manner.


Responsibilities:

  • Identify customer needs by referring business to appropriate colleagues
  • Achieve your personal RBWM performance metrics
  • Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone
  • Effective use of tools and information to drive customer service delivery and RBWM performance
  • Establish and agree customer contact strategies in line with Group operating models
  • Fully utilize and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date
Requirements

Requirements:

  • Proven ability in customer relationship management
  • Ability to recognise customer financial needs
  • A basic knowledge of financial planning, lending and defining customer needs
  • An understanding of the needs of the mass affluent customer segment in general
  • A full understanding of the referral processes
  • An understanding of the Premier and RBWM Products
  • The Higher School Certificate or equivalent certification


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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