Business Banking SpecialistPosted: October 18, 2009
Make the Right Move and join a winning team! Build your career with us. HSBC - North America is a part of HSBC Group, one of the largest banking and financial service organizations in the world. Our 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. Develops, manages and expands an existing portfolio and acquires new business of smaller and less complex small business customer relationships at service levels that meet or exceed customer expectations. Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally. Complete other responsibilities, as assigned. Serve as subject matter expert on small business products and services for personnel within assigned branch. Monitor assigned portfolio, particularly new relationships, through structured and regular contact with customers to ensure their needs are fulfilled with service levels that meet or exceed their expectations, ensure a high quality, new account experience and discover and act on potential cross-sell opportunities. Acquire new small business relationships by proactively pursuing referrals and walk-in customers, as well as externally if appropriate. Meet with current and potential small business customers to discuss their financial requirements; sell appropriate financial services products to meet their needs while developing and expanding account relationships. Cross-sell other Company products and services to include Premier and consumer accounts to further expand relationships; refer them to other specialized product areas as required. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts. Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. Promote an environment that supports diversity and reflects the HSBC brand. Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Basic Qualifications: * Bachelors degree in business, related field or equivalent experience * Minimum of three years proven and progressive branch sales experience or equivalent * Life, health and series 6 and 63 licenses preferred * Strong sales, communications, cross-selling, sales planning, decision-making, organizational, analytical, customer service and commercial credit skills * Broad knowledge of financial services products, services and new account opening procedures * Strong commercial customer focus orientation Please refer to job code 83885 when responding to this ad.
| Category: | Accounting/Banking/Finance/Insurance |
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| | Location: | Rochester, NY | | County: | Monroe County | | ZIP Code: | 14602 | | Pay Rate: | Open | | Job Terms: | full time | | Company: | HSBC Finance Corporation | | Phone: | email only please | | Fax: | email only please |
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