Universal Banker Ortigas

Job description

Job Advert Details

Job Profile

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

Some Careers Grow Faster Than Others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise and local knowledge, our Banking teams connect clients to the products and services that meet their global financial needs.

We are currently seeking a high caliber professional to join our team as a Universal Banker – Ortigas Branch.

Work Style: Office

Role Purpose

A branch based customer facing role primarily focused on generating revenue by meeting customer needs to personal banking and Advance customer segment, may provide service where required. Providing consistently excellent customer experience and encouraging customers to use additional channels where appropriate to ensure delivery of the proposition.
Undertakes all product sales except material risk products (where regulation permits) using EDRAS based sales process to discover customer needs. Providing referrals to both Wealth Sales and Branch Specialists based on customer needs.
Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes:

Summary of main activity-areas and accountabilities

·  Engage and Discover Customer Needs on Branch Entry
·  Fulfill Customer Needs 
·  Acquire New to Bank Customers
·  Deliver Service Excellence
·  Promote and deliver Digital Engagement 
·  Support the Branch
·  Protect the Bank - through vigilance against fraud, Knowing your customer, adhereing to regulations/policies and minimising operational risk
BUSINESS GROWTH 

·  Achieve your personal WPB performance metrics
·  Meet customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone.
·  Effectively use tools and information to drive customer service delivery and WPB performance
·  In conjunction with the wider team build a high personal and corporate profile in the community where the branch is based
·  Establish and agree customer contact strategies in line with Group operating models
·  Fully utilize Customer Relationship Management data, ensuring all customer information is complete and kept up to date
·  Ensure all available sales and service channels are fully utilized by the customer
CUSTOMER SERVICING AND DIGITAL ENGAGEMENT

·  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 WPB Performance measures and plan to support the multi-channel customer journey
·  Deliver according to published Service Level Agreements and customer standards.
·  Meet customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone.
·  Pro-actively encourage new and existing customers to register for, and use, alternative delivery channels e.g. Personal Internet Banking/self-service equipment for routine queries/transactions
·  Process account opening and prepare account packets for safekeeping by HOST ACS
·  Manage queue of clients at the branch. 
TELLERING 

·  Process cash / cheque deposits / withdrawals of local and all accepted currencies as well as late cheque deposits
·  Process demand drafts and cashier’s order applications.  Evaluate correctness / acceptability of all telegraphic transfers, local payments, GSRT, PDDTS applications, taking into consideration various cut-off times set, prior to forwarding to PAYMENTS for final processing
·  Process foreign currency drafts for CBR / BCC based on set guidelines
·  Process cash / cheque credit card payments 
·  Process fund transfers to and from customer’s accounts
·  Prepare required documentation for applications to purchase foreign exchange 
·  Maintain an orderly work place and ensure that records are filed systematically to facilitate easy retrieval when the need arises
·  Process entries for account closures, and reactivation of dormant and unclaimed accounts
·  Attend to customers’ enquiries and concerns, and ensure a high level of customer service is provided at all times

Information

Qualifications

·  Degree holder is preferred
·  Tellering experience, preferred in the Bank
·  Strong knowledge on products and process in WPB, particularly on customer KYC, Anti-Money Laundering, Sanction, and branch process.  Prior experiences in Process Review, Service & Operations and/or Product Governance are preferable
·  Good understanding of the FIM, and other external and internal policy related to WPB.
Should you wish to learn more about the vacancy, you may reach out to the hiring manager, Mia C VILLEGAS

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. 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 The Hongkong and Shanghai Banking Corporation Limited.