Frontline Officer – Wealth and Personal Banking

Job Description

Job Description<br><br><strong>About HSBC:<br><br></strong>HSBC is one of the world’s leading banks, with a network covering 67 countries and territories. Our global reach means we offer many ways for you to develop your career. We offer an inclusive, values-led culture, tailored learning and development programs and competitive benefits. We have roles in retail, commercial, investment and private banking and a range of operational and functional teams.<br><br><strong>Role Overview:<br><br></strong>To provide a high quality, customer driven service by pro-actively identifying and addressing customer needs in order to assist HSBC in the achievement of its plan.<br><br>To assist all customer types covering Premier, Advance, Mass and Commercial Banking and assisting associates with approvals over their limit.<br><br><strong>Duties &amp; Responsibilities: <br></strong><ul><li>Providing a personalized, friendly and efficient service</li><li>Provide exceptional, efficient counter and sales service for all customer segments, wealth and personal banking (WPB), Premier and Corporate </li><li>Pro-actively encouraging new and existing customers to register for, and use, alternative delivery channels e.g. Personal Internet, Banking/self-service equipment for routine queries/transactions</li><li>Making effective customer contact to identify and address customer needs by actively promoting relevant bank solutions, referring on as appropriate</li><li>Updating customer profile screens with details of customer contact </li><li>Work closely with the sales floor to achieve the set sales performance expectations</li><li>Complete declarations forms properly and obtain clear and meaningful explanations on the source of fund</li><li>Comply with policy and regulations to get satisfactory audit report with nil repeated recommendations </li><li>Abide by Group and Local procedures; Know Your Customer (KYC) requirements; Money laundering deterrence and audit recommendations <br><br></li></ul><strong>Requirements<br><br></strong><strong>Experience &amp; Qualifications:<br></strong><ul><li>Fresh Graduates are welcome to apply</li><li>Knowledge of cashiering procedures and regulations is a plus </li><li>Multitasking, and self motivated </li><li>Knowledge of core products, account opening systems and Customer Relationship Management system is a plus</li><li>Strong interpersonal and empathy skills </li><li>Good decision making skills and proven ability to deliver accuracy and efficiency </li><li>Attain appropriate franchise level for the role as per the Professional Standard Scheme (or equivalent)</li></ul>