Personal Banking Consultant, Perth - Part Time

at  HSBC

Job description

REQUIREMENTS:

• Proven ability in customer relationship management
• Ability to recognise customer financial needs
• A basic knowledge of financial planning, lending and defining customer needs
• An understanding of the needs of the mass affluent customer segment in general
• A full understanding of the referral processes
• An understanding of the Premier and RBWM Products
• The Higher School Certificate or equivalent certification
  Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations.
  We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.
  Learn more about careers at HSBC Australia – https://www.hsbc.com/careers/where-we-hire/australia
  Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Bank Australia Limited. Please note that HSBC will we never communicate to applicants via non HSBC channels such as SMS, WhatsApp or Facebook so please be careful if anyone attempts to contact you via these channels.

• Identify customer needs by referring business to appropriate colleagues
• Achieve your personal RBWM 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 RBWM performance
• Establish and agree customer contact strategies in line with Group operating models
• Fully utilize and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date
  Requirements