Executive Banking Consultant, Chatswood

2 weeks ago


Chatswood, 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.

The Executive Banking Consultant (EBC) combines customer facing and control elements in the branch, provide a seamless end to end customer experience by advising them on appropriate products and services. As an EBC, you will support the branch with all non-centralised controls tasks and be the second approver, cash custodian and control expert within the branch, supporting the Branch Manager. You will also act as a mentor to Personal Banking Consultants and be able to support Relationship Managers and offer Private Banking solutions to High Net Worth customers. 

Due to an internal promotion, this role is available and based at our Chatswood branch on a permanent full time basis.

Your main responsibilities will include:

  • Performing account opening activities, managing complex multi-faceted queries and ensuring a seamless referral of customers to other colleagues for further banking needs.
  • Be the branch’s trust account expert and play a role in training and coaching Personal Banking Consultants as well as assisting with Request for Information tasks.
  • Introduce, promote and assist customers with digital banking solutions to meet customer needs
  • Contribute to fulfil customer’s needs by providing personal banking products and services with a customer centric approach
  • Manage customer feedback and enquiries effectively via management of the branch’s mailbox
  • Daily maintenance and reconciliation of system audit reports
  • Be the Second Key Holder supporting cash custodian under dual control 
  • End-of-day account balancing, updating and communicating audit requirements to the branch


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