Premium Banker

Description:

We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.

Wealth and Personal Banking

We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.

About the role

Branch Location: 136 King Street South, Waterloo

As a Premium Banker, you will help customers achieve their financial ambitions. You will work within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs, and maximising opportunities across all customer segments.

Your Responsibilities

• Build and maintain positive relationships with clients by providing efficient and professional customer service
• Develop existing customer relationships through active management of portfolios, ensuring solutions continually meet customer’s needs
• Attract new customers through referrals, promoting products and service offerings that match their financial needs
• Support banking transactions and handle cash, as required, and sponsor digital engagement where appropriate
• Align with HSBC governing regulations and procedures
• Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
• Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences

Requirements

• 2 years of proven experience in a customer facing role in the banking industry
• Genuine and in-depth curiosity about current financial market and economy
• Sound knowledge of digital banking and technical skills in wealth management
• Passion and pride for continuously delivering an outstanding customer experience
• Second language is an asset

Licencing/Accreditations

• Mutual Fund Licensing achieved (or willing to acquire with HSBC support) via the Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC)
• Institute of Canadian Broker certificate of achievement – Advanced Personal Finance (Quebec only)