Personal Banker : 00008R0I

Job Information
DateFebruary 13, 2017
TypeFull Time
CompanyHSBC Bank Canada
LocationMontreal, QC
CategoryBanking / Finance
ClientHSBC Bank Canada
Contact Information
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Personal Banker : 00008R0I

Employment Type: Regular

To provide superior customer service, sales, operational administration, and risk controls meet customer needs across multiple distribution channels.

Principal Accountabilities: Key activities and decision making areas

Impact on the Business

  • Perform a variety of sales and service activities to retail, Advance, Premier and Business Banking customers, either face to face or through an alternate channel.
  • Put emphasis on counter services, risk operation and control
  • Recognize opportunities by making referrals for client conversion, acquisition of new account relationships and or cross and up-sell of HSBC products and services that cross multiple distribution channels.
  • Responsible for ensuring the accurate and timely processing of all activities related to area of specialty as well as using the appropriate centralized processes in place.
  • Ensure compliance, security and fraud, operational and system controls in accordance with HSBC regulatory standards and government regulations.
  • Provide operational support to the business as required.

Customers / Stakeholders

  • Identify and understand basic customer needs in order to complete transactions with speed, efficiency and certainty.
  • Act as first level escalation for handling customer inquiries.
  • Maintain superior and courteous service to promote products and expand customer relationships.
  • Exceed customer expectations in terms of speed, efficiency, certainty and professionalism, either face to face or through an alternate channel.
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

Leadership & Teamwork

  • Contribute to team-based approach in managing customer needs.
  • Actively participate and assist with all Bank promotional programs, sales targets and direct marketing initiatives.
  • Participate in business development programs within area of specialty to enhance product knowledge and cross selling skills.
  • Actively refer customers to other areas of HSBC where appropriate.
  • Demonstrate Group capabilities.
  • Promote an environment that supports diversity and reflects the HSBC brand.

Operational Effectiveness & Control

  • Ensure branch or work area is maintained in accordance with HSBC standards.
  • Adhere to operational policies and procedures and effectively identifies and manages applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
  • Complete other responsibilities, as assigned.
  • Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
  • Complete other responsibilities, as assigned.

Role Context

  • Work is of low complexity and involves straightforward challenges.
  • Work is performed under general direction according to set parameters and set sales / performance targets.
  • Require some initiative and independent judgment in completing work, but supervisor provides direction for unfamiliar situations.
  • Work is reviewed for attainment of standards, achievement of targets, adherence to policies, procedures, and timelines.
  • Decisions may impact the productivity / performance of functional area, other employees and customer.
  • May work in call center or branch environment where systems are available in meeting services quality objectives.
  • May be required to work shifts outside of regular business hours.
  • May be required to travel within region to backfill other branch responsibilities.

Management of Risk

  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.

Observation of Internal Controls

  • Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.


  • Secondary school graduation.
  • Demonstrated experience in banking or related industry in a customer service / client facing role.
  • Professional appearance and attitude.
  • Team player, development minded with ability to sell.
  • Excellent communication (verbal and written), customer service and interpersonal skills.
  • Willingness to be mobile in local community.
  • Ability to learn and operate new software and technology.
  • Basic knowledge of HSBC’s products and services.
  • Sound knowledge of HSBC’s policies, practices, and procedures.
  • Ability to multi-task, handle large volumes, tight turnarounds and multiple deadlines.
  • Experience with conflict resolution.
  • Understand / speak French as well as English fluently.

Job Field : Customer Service
Primary Location : North America-Canada-Quebec-Montreal
Schedule : Part-time Shift : Day Job
Type of Vacancy : Region vacancy
Job Posting : 13-Feb-2017, 12:12:04 Unposting Date : 20-Feb-2017, 23:59:00

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