Personal Banking Consultant, Perth

7 months ago

Perth, 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.

  • Relief Personal Banking Consultant

    6 months ago

    Perth, 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...

  • Personal Banking Specialist

    4 weeks ago

    Perth, Australia Westpac Banking Corporation Full time

    Personal Banking Specialist - **Join our diverse, supportive, and growing team at Westpac Group**: - **Strong banking consulting and/or sales experience is essential**: - **Full-time role at our Perth Branch** **How will I help?** Helping customers with transactional and savings banking needs as well as liaising with internal stakeholders to achieve...

  • Personal Banking Advisor

    3 days ago

    Perth, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor Make things happen for customers - and your career. - **Full time permanent opportunity available - 38 hours per week** - **Customer service role working with the local community - **Keep taking your career up a notch at Westpac Perth** **How will I help?** We want to help all of our customers with all of their banking so they...

  • Banking Consultant, Murray Street Wa

    2 months ago

    Perth, Australia ANZ Banking Group Full time

    **Req ID**: 79678 **Department**: AR Branch Network **Division**: Australia Retail **Location**: Perth About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As a Banking Consultant in our Retail Banking, you’ll...

  • Personal Banking Specialist

    4 months ago

    Perth, Australia Westpac Banking Corporation Full time

    Personal Banking Specialist - **Join the Westpac team at our Morley Branch** - **Previous banking experience in a similar role is mandatory** - **Permanent full time position** **How will I help?** Helping customers with transactional and savings banking needs as well as liaising with internal stakeholders to achieve business objectives. We believe we can...

  • Personal Banking Advisor

    3 days ago

    Perth, Australia Westpac Group Full time

    **Join our diverse and growing team at Westpac Group**: - **Strong banking consulting and/or sales experience is essential**: - **Full-time role in our Perth branch** **How will I help?** We believe we can help all our customers make the most of their money through assisting them with their everyday banking and asking the right questions to better...

  • Personal Banking Advisor

    7 months ago

    Perth, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Full time permanent opportunity available - 38 hours per week** - **Customer service role working with the local community - **Keep taking your career up a notch at Westpac Success** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our Personal Banking...

  • Personal Banking Advisor

    7 months ago

    Perth, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Part time permanent opportunity available** **at Westpac Quairading**: - **Customer service role working with the local community**: - **Keep taking your career up a notch** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our Personal Bankers play...

  • Personal Banking Advisor

    7 months ago

    Perth, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Part time permanent opportunity available - 30 hrs per week**: - **Customer service role working with the local community**: - **Keep taking your career up a notch** **at Westpac Cannington** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our...

  • Personal Banker Community Bank North Perth Wa

    2 months ago

    Perth, Australia Bendigo and Adelaide Bank Full time

    Personal Banker | Community Bank North Perth | WA **Do more, dream more, become more. Welcome to Bendigo.** **About us** We're big enough to offer you every opportunity, but not so big that we lose the community feel that we're famous for. You can be bold and take calculated risks, knowing you have the backing of your team and leaders. Join us in walking...

  • Personal Banking Advisor

    3 months ago

    Perth, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Full time permanent opportunity available at Kardinya, WA,**: - **Customer service role working with the local community**: - **Keep taking your career up a notch** **How will I help?** We want to help all of our customers with all of their banking so they make the most of their money. And our Personal Banking Advisors play...

  • Personal Banking Specialist

    4 weeks ago

    Perth, Australia Westpac Full time

    **Join our diverse, supportive, and growing team at Westpac Group**: - **Strong banking consulting and/or sales experience is essential**: - **Full-time role at our Perth Branch** **How will I help?** Helping customers with transactional and savings banking needs as well as liaising with internal stakeholders to achieve business objectives. We believe we...

  • Virtual Personal Banking Specialist

    3 days ago

    Perth, Australia Westpac Full time

    **Join our diverse and growing team at Westpac Group**: - **Strong banking consulting and/or sales experience is essential**: - **Permanent Full Time position in our Perth office** You will be the face of Westpac, having virtual appointments to help out customers achieve their financial goals. **How will I help?** We believe we can help all our...

  • Personal Banking Advisor

    3 weeks ago

    Perth, Australia Westpac Banking Corporation Full time

    Personal Banking Advisor - **Join a diverse and growing team at**Westpac,**Kardinya, WA,**: - **Full time position available (38 hours per week)**: - **Ongoing training and development available to grow your career** **How will I help?** We believe we can help all our customers make the most of their money through assisting them with their everyday...

  • Bank Manager

    6 months ago

    Perth, Australia Westpac Banking Corporation Full time

    Bank Manager - **Branch based leadership opportunity in our St George Perth branch**: - **Permanent full time position - 38 hours per week**: - **Only St George Branch in WA** Our branches are an important part of the communities they're based in - and as the Bank Manager, it's up to you to keep making that impact. You'll help customers from all walks of...

  • Assistant Manager, Small

    4 weeks ago

    Perth, Australia ANZ Banking Group Full time

    **Req ID**: 83308 **Department**: Small to Medium Enterprise Banking WA/SA/NT **Division**: Australia Commercial **Location**: Perth About Us Work in a team to build trusted relationships with a portfolio of customers Share in more of your customers’ success and passion Join an organisation with multiple career pathway If you’re looking for more...

  • Peddle Perth Rickshaw Rider

    13 hours ago

    Perth, Australia Peddle Perth Full time

    Looking to get hella fit while making bank and doing a job that you actually enjoy? This job ticks a lot of boxes, you can make an incredibly good hourly rate if you have good fitness and people skills. Peddle is looking for people with a good work ethic and a fun personaliy to join our team to either be a rider on our big group tours this summer or stay...

  • Personal Banker Perth Wa

    7 months ago

    Perth, Australia Bendigo and Adelaide Bank Full time

    Personal Banker | Perth | WA **Do more, dream more, become more. Welcome to Bendigo.** **About you** You're looking for a job where you can make a real impact for both your customers and your community. You thrive in a fast-paced and varied role where you can help your customers meet their financial goals. You want a job where you can help your community...

  • Personal Banker Perth and Joondalup Wa

    3 months ago

    Perth, Australia Bendigo and Adelaide Bank Full time

    Personal Banker | Perth and Joondalup | WA **Closing Date**:25th October 2024 **Position Description**: Personal Banker PD - Final.docx **About you** You're looking for a job where you get to make a real impact in your customers lives and the community. You analyse their situation to deliver solutions that help them thrive. You're adaptable, can move...

  • Customer Banking Specialist Relief

    4 months ago

    Perth, Australia Commonwealth Bank of Australia Full time

    Customer Banking Specialist Relief - Perth - **Thorough training program to kickstart your banking career**: - **Access to extensive employee benefits & discounts**: - **Be part of a collaborative and high-performing culture** We are seeking a Permanent Part time Customer Banking Specialist Relief to join our Perth team. In this role you will be required...