HSBC

Personal Banker WPB

HSBC

Colima, Mexico
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

  1. Greet and welcome clients to HSBC with a friendly and professional demeanor.
  2. Build and maintain strong relationships with clients by providing exceptional customer service.
  3. Identify and understand clients' financial needs and provide personalized solutions to help them achieve their goals.
  4. Educate clients on various banking products and services offered by HSBC.
  5. Meet and exceed sales targets by actively promoting and cross-selling banking products and services.
  6. Maintain a thorough understanding of HSBC's policies, procedures, and regulatory requirements.
  7. Conduct financial transactions accurately and efficiently, while adhering to security and compliance standards.
  8. Proactively identify and resolve any client issues or concerns in a timely and professional manner.
  9. Continuously update and maintain client information and records in HSBC's systems.
  10. Collaborate with other team members and departments to ensure a seamless and positive client experience.
  11. Stay up-to-date on industry trends and developments, and continuously develop knowledge and skills related to banking products and services.
  12. Participate in training and coaching sessions to enhance sales and customer service skills.
  13. Maintain a professional appearance and behavior at all times, adhering to HSBC's values and brand standards.
  14. Adhere to all ethical standards and comply with all applicable laws and regulations.
  15. Contribute to a positive and inclusive work environment by fostering teamwork and open communication.
Where is this job?
This job is located at Colima, Mexico
Job Qualifications
  • 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.

Required Skills
  • Communication Skills

  • Time Management

  • Multitasking

  • Attention to detail

  • customer service

  • Relationship Building

  • Sales Experience

  • Problem-Solving

  • Banking Regulations

  • Cross-Selling

  • Financial Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesSpanish
Job PostedApril 10th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About HSBC

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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