Branch Relationship Banker

See Job Description Make the Right Move and join a winning team!-aBuild your career with us.-aHSBC - North America is a part of HSBC Group, one of the largest banking and financial service organizations in the world.-aOur domestic strength and extensive global network provides our employees with the best of both worlds - the friendliness of a local organization and the resources of a worldwide network - for diverse experiences and challenging career opportunities.-a -a Utilizes customer relationship management system to provide targeted sales opportunities and proactively sell to current and potential customers. Develops, manages, and expands personal and business customer relationship, which includes managing a portfolio that comprises small or less complex customer relationships at service levels that meet or exceed customer expectations. Initiate contact with more profitable current and potential customers to discuss their financial requirements; sell appropriate core financial services products, including insurance and investment products, to meet their needs while developing and expanding account relationships; refer them to other specialized product areas as required. Meet established sales and promotional goals.  -a Utilize customer relationship management system to provide targeted sales opportunities and support pro-active selling to current and potential customers, including via telephone. Identify cross sell opportunities through proper usage of Individual Reviews, including identifying opportunities to refer quality investment and insurance leads to the Financial Advisor and Premier eligible relationships. Work closely with Financial Advisor to effectively sell investment and insurance products. Complete CCOs and set appropriate appointments, as required. Enhance image of Company by delivering superior customer service. Educate, encourage and sell customers on use of alternative delivery channels, including ATMs and telephone and internet banking. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. Ensure adherence to established customer interaction standards for every transaction.  -a Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. Represent the Company on community organizations and activities to enhance the Company• Ts image and promote and develop additional business through the development and expansion of referral sources. Participate in training programs to enhance product knowledge and cross-selling skills. Adhere strictly to compliance and operational risk controls in accordance with Company and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events. Be acting as Premier Relationship Manager and/or Business Banking Specialist as needed. Complete other related duties as assigned, including providing guidance and training to less experienced personnel and assisting in customer service and operational activities as required. Support the Company• Ts Diversity programs. -a Basic Qualifications:  -a  Bachelor• Ts degree or equivalent experience  Minimum of three years proven and progressive branch sales experience or equivalent, including evidence of strong sales results in insurance and investment products and ability to close a sale  Life, health and series 6 and 63 licenses or ability to attain within sixty days of hire  Strong interpersonal, communications, sales, organizational and persuasion skills  Broad knowledge of financial services products and services  Ability to use the customer relationship management system

Please refer to job code hsbc-84051 when responding to this ad.

Category:	Accounting/Banking/Finance/Insurance
	> Other Banking
Location:	Washington, DC
County:	District Of Columbia County
ZIP Code:	20001
Pay Rate:	Open
Job Terms:	full time
Company:	HSBC
Phone:	email only please
Fax:	email only please