وظائف بنك HSBC Bank
Sales & Service Officer
Principal Accountabilities:
Achieve your personal Retail Banking and Wealth Management performance metrics
Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone.
Effective use of tools and information to drive customer service delivery and Retail Banking and Wealth Management performance
In conjunction with your wider team build a high personal and corporate profile in the community in which you are based
Establish and agree customer contact strategies in line with Group operating models
Fully utilise and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date
Ensure Direct channels are fully utilized by the customer
Ensure all customer needs are met and sales opportunities are maximized
Undertake effective Individual Reviews
Work all Customer Contact Opportunities (CCO) lists, contact promises, individual solutions and open sale reminders
Achieve cross sale penetration rates and wealth referrals achieved for account opening, lending and other sales
Take ownership for the reason for the customer visit to HSBC and deliver an effective solution
Work with the wider team to deliver the Branch Retail Banking and Wealth Management Performance measures and plan to support the multi channel customer journey.
Deliver to published Service Level Agreements and customer standards Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone
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
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
Proactively support others through direct and indirect actions beyond activities particular to this role
Actively promote the use of direct channels to the customer
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
Achieve your personal Retail Banking and Wealth Management performance metrics
Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone.
Effective use of tools and information to drive customer service delivery and Retail Banking and Wealth Management performance
In conjunction with your wider team build a high personal and corporate profile in the community in which you are based
Establish and agree customer contact strategies in line with Group operating models
Fully utilise and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date
Ensure Direct channels are fully utilized by the customer
Ensure all customer needs are met and sales opportunities are maximized
Undertake effective Individual Reviews
Work all Customer Contact Opportunities (CCO) lists, contact promises, individual solutions and open sale reminders
Achieve cross sale penetration rates and wealth referrals achieved for account opening, lending and other sales
Take ownership for the reason for the customer visit to HSBC and deliver an effective solution
Work with the wider team to deliver the Branch Retail Banking and Wealth Management Performance measures and plan to support the multi channel customer journey.
Deliver to published Service Level Agreements and customer standards Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone
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
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
Proactively support others through direct and indirect actions beyond activities particular to this role
Actively promote the use of direct channels to the customer
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
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