Offers “HSBC”

Expires soon HSBC

Personal Banker

  • Montréal (Agglomération de Montréal)
  • Sales

Job description



HSBC is Canada’s leading international bank – there is no one like us in this market.

Our ability to bring our global experience and perspective to evolving trends and issues in Canada has been a tremendous benefit to our clients. With our offer of unique banking solutions, as well as an extensive global network, no one is better placed to support internationally minded individuals and businesses.

HSBC helps companies and individuals across Canada to do business and manage their finances internationally through three global business lines: Commercial Banking, Global Banking and Markets, and Wealth and Personal Banking.

It’s through this global connectivity that you will find yourself inspired, collaborating with colleagues not just locally but also across continents and cultures.

Wealth and Personal Banking

We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.

Key Objectives for Personal Banker:

More than a Customer Service Representative or Teller, At HSBC the Personal Banker provides superior customer service, sales, operational administration, and risk controls to meet customer needs across multiple distribution channels.

Principle Accountabilities:
· Perform a variety of sales and service activities to retail, mass affluent, high net worth and business banking customers, either face to face or through an alternate channel.
· Put emphasis on counter services, risk operation and control.
· Recognize opportunities by making referrals for client conversion, acquisition of new account relationships and or cross and up-sell of HSBC products and services that cross multiple distribution channels.
· Responsible for ensuring the accurate and timely processing of all activities.
· Ensure compliance, security and fraud, operational and system controls in accordance with HSBC regulatory standards and government regulations.
· Provide operational support as required.
· Identify and understand basic customer needs in order to exceed customer expectations to complete transactions with speed, efficiency and certainty.
· Act as first level escalation for handling customer inquiries.
· Maintain superior and courteous service to promote products and expand customer relationships.
· Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
· Contribute to team-based approach in managing customer needs.
· Actively participate and assist with all Bank promotional programs, sales and direct marketing initiatives.
· Participate in business development programs within area of specialty to enhance product knowledge and cross selling skills.
· Adhere to operational policies and procedures and effectively identifies and manages applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.

Desired profile



Qualifications :

Knowledge & Experience / Qualifications:
·  Perform a variety of sales and service activities to retail, mass affluent, high net worth and business banking customers, either face to face or through an alternate channel.
·  Put emphasis on counter services, risk operation and control.
·  Recognize opportunities by making referrals for client conversion, acquisition of new account relationships and or cross and up-sell of HSBC products and services that cross multiple distribution channels.
·  Responsible for ensuring the accurate and timely processing of all activities.
·  Ensure compliance, security and fraud, operational and system controls in accordance with HSBC regulatory standards and government regulations.
·  Provide operational support as required.
·  Identify and understand basic customer needs in order to exceed customer expectations to complete transactions with speed, efficiency and certainty.
·  Act as first level escalation for handling customer inquiries.
·  Maintain superior and courteous service to promote products and expand customer relationships.
·  Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
·  Contribute to team-based approach in managing customer needs.
·  Actively participate and assist with all Bank promotional programs, sales and direct marketing initiatives.
·  Participate in business development programs within area of specialty to enhance product knowledge and cross selling skills.
·  Adhere to operational policies and procedures and effectively identifies and manages applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
HSBC Proud


As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC Canada is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.

We’re doing our part to safeguard our customers and employees health, and taking extra steps to reduce the spread of COVID 19, including:

·  Enhanced daily cleaning to all our branches, with increased attention to high-touch areas
·  Personal protective equipment and hand sanitizers provided throughout our branches
·  Plexiglass shields at every counter
·  Floor markings to help customers keep social distance when lining up
·  Adherence to self-isolation requirements per government guidelines

Make every future a success.
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