Job Description
HSBC is currently recruiting for the role of Sales & Service Officer
The role is primarily a customer facing role servicing Advance and Personal Banking customers. Professionalism, customer focus and a broad understanding of the fundamentals of service and needs based sales planning are critical to the success of the business. The role holder has a responsibility to understand customer needs with a view to upgrade existing customers to appropriate propositions and cross sell RBWM products and services. The job holder is required to identify referrals for financial planning needs and to refer to a specialist as required. The job holder is required to provide a high quality and holistic service with prompt completion of customer service requests with a focus on deepening the customer relationship essential to drive customer loyalty and increase the wallet share of HSBC.
Deliver fair outcome for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
Duties and Responsibilities
Your main responsibilities in this role include the following:
Job Requirements
Proven ability in customer service and building customer relationships.
Ability to identify customer needs and influence customers to take appropriate action to meet their needs.
An understanding of HSBC’s Credit Policy and Lending Guidelines.
A broad knowledge of financial planning and defining customer needs.
An understanding of the needs of the mass affluent customer segment in general.
A full understanding of referral processes.
An understanding of the Premier, Advance and Personal Banking Propositions.
Excellent customer service skills.
Strong verbal and written communication skills.
Customer driven with a strong focus on quality of service.
Proven ability in making lending decisions in accordance with bank policy and guidelines.
A clear understanding of how value is created within the Premium segment, both for customers and the bank.
The jobholder forms an integral part of the branch team. The jobholder is expected to identify opportunities in day to day activities that contribute to the success of colleagues.
Attain proposition and product related qualifications.
Attain appropriate professional and regulatory qualifications as required by market.
Attain any internal standards as required by Country.
If dealing with Premier customers-- required trainings and accreditation need to be done.
UAE Nationals Only
