Welcome to HSBC, a leading global bank with a strong commitment to helping individuals and businesses achieve their financial goals. We are currently seeking a dedicated and customer-focused Personal Banker to join our team in West Palm Beach. As a Personal Banker at HSBC, you will have the opportunity to build strong relationships with our clients and provide them with personalized financial solutions. We are looking for individuals who are passionate about helping others, have a strong understanding of banking products and services, and possess excellent communication and sales skills. If you are a driven and dynamic individual looking for a rewarding career in banking, we would love to hear from you.
- Greet and welcome clients to HSBC with a friendly and professional demeanor.
- Build and maintain strong relationships with clients by providing exceptional customer service.
- Identify and understand clients' financial needs and provide personalized solutions to help them achieve their goals.
- Educate clients on various banking products and services offered by HSBC.
- Meet and exceed sales targets by actively promoting and cross-selling banking products and services.
- Maintain a thorough understanding of HSBC's policies, procedures, and regulatory requirements.
- Conduct financial transactions accurately and efficiently, while adhering to security and compliance standards.
- Proactively identify and resolve any client issues or concerns in a timely and professional manner.
- Continuously update and maintain client information and records in HSBC's systems.
- Collaborate with other team members and departments to ensure a seamless and positive client experience.
- Stay up-to-date on industry trends and developments, and continuously develop knowledge and skills related to banking products and services.
- Participate in training and coaching sessions to enhance sales and customer service skills.
- Maintain a professional appearance and behavior at all times, adhering to HSBC's values and brand standards.
- Adhere to all ethical standards and comply with all applicable laws and regulations.
- Contribute to a positive and inclusive work environment by fostering teamwork and open communication.
Bachelor's Degree In Finance, Business Administration, Or A Related Field.
Minimum Of 2-3 Years Of Experience In The Banking Industry, Preferably In A Customer-Facing Role.
Strong Understanding Of Financial Products And Services, Including Savings, Loans, Investments, And Credit Cards.
Excellent Communication And Interpersonal Skills, With The Ability To Build Relationships With Clients And Provide Exceptional Customer Service.
Knowledge Of Regulatory And Compliance Requirements, Including Anti-Money Laundering (Aml) And Know Your Customer (Kyc) Procedures.
Communication Skills
Time Management
Multitasking
Attention to detail
customer service
Relationship Building
Sales Experience
Problem-Solving
Banking Regulations
Cross-Selling
Financial Knowledge
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Personal Banker WPB in Colima, Mexico is approximately $10,000 - $15,000 MXN per month. This is equivalent to approximately $500 - $750 USD per month. However, salaries may vary depending on factors such as experience, qualifications, and the specific bank or financial institution.
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HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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