Processes and initiates various financial transactions for Company customers and assists branch office management in new business through referrals and meets established sales referral and promotional sales goals. Enhances Company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations.
Impact on the Business
Meet established sales referral and promotional sales goals
Accept and process deposits, payments, checks for cashing and other transactions according to established procedures and performance standards
Ready workstation at start of shift; strike and balance cash and transactions at end of shift
Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally
Customers / Stakeholders
Enhance Company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations; initiate referral of new business through customer contact and use of customer relationship management system
Operational Effectiveness & Control
Adhere to branch cash control and security requirements in control of cash and negotiable items
Adhere to established customer interaction standards for every transaction
Maintain current knowledge of Company products and services and applicable Federal regulations, including Bank Secrecy and Know Your Customer principles. 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
Management of Risk
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
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
Qualifications
Minimum of one year’s proven customer service and/or sales experience or equivalent, including cash handling experience
Minimum of high school diploma or equivalent experience
Demonstrated interpersonal, communication and analytical skills
Proficiency with personal computers as well as pertinent mainframe systems and software packages
Positive customer service attributes
Demonstrated proficiency with sales referrals and product knowledge
