Executive Banking Consultant

1 week ago


Waverley Municipal Council, Australia HSBC Full time

About the Role

As an Executive Banking Consultant at HSBC, you will play a critical role in delivering exceptional customer experiences and driving business growth. This exciting opportunity will see you working closely with customers to understand their financial needs and provide tailored solutions to meet their goals.

Key Responsibilities

  • Perform account opening activities and manage complex customer queries to ensure seamless customer experiences.
  • Act as the branch's trust account expert and provide training and coaching to Personal Banking Consultants.
  • Introduce and promote digital banking solutions to customers to meet their needs.
  • Contribute to fulfilling customer needs by providing personal banking products and services with a customer-centric approach.
  • Manage customer feedback and enquiries effectively via the management of the branch's mailbox.
  • Daily maintenance and reconciliation of system audit reports.
  • Support cash custodian under dual control and end-of-day account balancing, updating and communicating audit requirements to the branch.

Requirements

  • Minimum 12 months' previous experience as a Personal Banker or Customer Service Officer with a proven track record in customer excellence gained in banking, sales, hospitality or retail.
  • A keen focus on customer service, professionalism and knowledge of frontline controls is critical to the success of the role.
  • Exceptional communication skills and ability to build and maintain strong relationships.
  • A clear understanding of how value is created within the Premier segment, both for customers and the bank.
  • Intermediate to advanced knowledge of banking procedures and systems.
  • The desire to develop your financial expertise and grow your career.
  • Ability to understand and provide solutions tailored to meet individual customer needs.
  • A proven ability to multitask and demonstrate strong attention to detail.
  • The Higher School Certificate or equivalent certification.

About HSBC

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.

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 creating a better world for our customers, our people, our investors, our communities and the planet we all share.


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