The Premier Connect POD Manager role is a customer facing role that is responsible for assisting all Premier Qualified customers with their financial needs in the centralized environment. This role is based in a Premier Connect /Voice environment mostly dealing with clients over the phone. This role is requiring the ability to connect with clients over the phone.
Additionally, this role will be responsible in connecting with Premier Qualified customers via contact and lead plan as defined by WPB Strategy.
The role holder is responsible for, developing and retaining relationships and will work with the broader WPB network and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB).
This will be achieved by actively helping customers with their stated needs, identifying and providing needs-based solutions or referring to other business units where appropriate while encouraging primary banking relationship with HSBC.
In addition, the Premier Connect POD Manager will be contributing to the value of new borrowing. Building an ongoing relationship based on value and service is critical to being successful in this role. To deliver a high-quality service, the role holder will need to demonstrate an extensive knowledge of banking products and services across retail banking.
In delivering the business objectives this role must also maintain the levels of operational integrity required by HSBC Group.
What you\xe2\x80\x99ll do:
Delivering a consistent and tailor service to our most valuable Premier Segment.
Developing long-term, in-depth client relationships with clients
Maximising growth in their portfolio and achieving the WPB plan/metrics
Leading Premier within the department to ensure opportunities are identified and customer needs are met effectively, maximising all available resources
Compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organization as applied to the implementation of the RBWM strategy in their country
Jobholder will hold Lending Approval authorities appropriate to their role.
The job holder operates within the approved operating and strategic plan process to develop the WPB business.
Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements.
Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling.
Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls.
Contribute to HSBC by creating and retaining market leading standards and controls.
Maintain and observe HSBC internal control standards, implement and observe Group Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators.
Foster a compliance culture and implement Group Compliance Policy by managing compliance risk in liaison with the Head of Group Compliance, Regional Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources are in place and training is provided, and optimizing relations with regulators.
RequirementsWhat you will need to succeed in the role
Bachelor\'s degree or equivalent experience
Min 3 Years Lending / Customer Relationship Management and or demonstrated outstanding performance
in Premier Relationship Manager Junior Role
Strong interpersonal and empathy skills with strong decision making and ability to deliver
Minimum of two years working in financial services industry
Previous experience in a Retail Banking Sales role preferred
Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
Undesrtanding of Relationship management systems
Money Laundering Awareness Certificate held
Knowledge of relevant regulatory governance in market
Good knowledge of HSBC and personal banking
Knowledge of the Bank\xe2\x80\x99s lending systems
Team player with collaborative skills
Knowledge of local and Group compliance regulations
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by country.
Ambitious about providing the highest standards of delivery to colleagues and clients
Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Authentic and shows ability to engage with colleagues and clients to deliver at pace
Makes considered decisions that protect HSBC and our clients
What additional skills will be good to have?
Exceptional written English and oral communication skills.
Awareness of MS Excel functions.
Good planning and organization skills.
Ability to work in a team, and alone, with minimal supervision and act on own initiative.