• More than a Customer Service Representative or Teller, At HSBC the Personal Banker provides superior customer service, sales, operational administration, and risk controls to meet customer needs across multiple distribution channels. 

• Perform a variety of sales and service activities to retail, mass affluent, high net worth and business banking customers, either face to face or through an alternate channel.

• Put emphasis on counter services, risk operation and control

• Recognize opportunities by making referrals for client conversion, acquisition of new account relationships and or cross and up-sell of HSBC products and services that cross multiple distribution channels.

• Responsible for ensuring the accurate and timely processing of all activities.

• Ensure compliance, security and fraud, operational and system controls in accordance with HSBC regulatory standards and government regulations.

• Provide operational support as required.

• Identify and understand basic customer needs in order to exceed customer expectations to complete transactions with speed, efficiency and certainty.

• Act as first level escalation for handling customer inquiries.

• Maintain superior and courteous service to promote products and expand customer relationships.

• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

• Contribute to team-based approach in managing customer needs.

• Actively participate and assist with all Bank promotional programs, sales and direct marketing initiatives.

• Participate in business development programs within area of specialty to enhance product knowledge and cross selling skills.

• Adhere to operational policies and procedures and effectively identifies and manages applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.

The key success to this role is someone who thrives working in highly complex environment and has the industry expertise, business acumen, and strong people leadership experience to deliver.

The minimum requirements for this role is as follows:

• Secondary school graduation.

• Demonstrated experience in banking or related industry in a customer service / client facing role.

• Professional appearance and attitude.

• Team player, development minded with ability to sell.

• Excellent communication (verbal and written), customer service and interpersonal skills.

• Willingness to be mobile in local community.

• Ability to learn and operate new software and technology.

• Basic knowledge of Banking products and services.

• Ability to multi-task, handle large volumes, tight turnarounds and multiple deadlines.

• Experience with conflict resolution.

• Understand / speak second language is an asset.

• Mandarin and Cantonese are assets.