HSBC Premium Banker Full Time in Winnipeg, MB


Branch Winnipeg MB CA

Premium Banker
Winnipeg, MB

Mutual Fund Licensing. Investment Funds in Canada Course; To provide superior sales and customer service to meet customer needs through team portfolio…

Employment Type: Regular
Job Grade: GCB7

To provide superior sales and customer service to meet customer needs through team portfolio management across multiple distribution channels.

Impact on the Business

  • Performs a variety of sales and service activities to all customers including Business Banking with the primary focus on Advance and Premier customers. Interactions are either face to face or through an alternate channe
  • Proactively develops new client business through team portfolio management, which includes solicitation of client referrals and promotion of products and service offerings across multiple distribution channel
  • Responsible for ensuring the accurate and timely processing of all activities related to area of specialt
  • Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulation
  • Provide basic operational support to the business as required

Customers / Stakeholder

  • Anticipate and understand customer needs in order to provide advanced sales and customer service and complete transactions with speed, efficiency and certaint
  • Act as second level escalation for handling more complex customer inquirie
  • Maintain superior and courteous service to promote products and expand customer relationship
  • Exceed customer expectations in terms of speed, efficiency, certainty and professionalism, either face to face or through an alternate channe
  • Ensure branch or work area is maintained in accordance with HSBC standards

Leadership & Teamwork

  • Work as part of an integrated branch and multi channel Premier management team, proactively supporting other
  • Position actively participates and assists with all Bank promotional programs, sales targets and direct marketing initiative
  • Participates in business development programs within area of specialty to enhance product knowledge, cross selling skills and relationship management skill
  • Actively refers customers to other areas of HSBC where appropriat
  • Demonstrate Group capabilities

Role Context

  • Work is moderately complex and specialized in nature and involves mostly straightforward challenge
  • Work is performed under general direction according to set parameters and set sales / performance target
  • Requires initiative and independent judgment in completing work but supervisor provides direction for unfamiliar situation
  • Work is reviewed for attainment of standards, achievement of targets, adherence to policies, procedures, and timeline
  • Decisions impact the productivity / performance of the functional area, customers and other employee
  • May work in call centre or branch environment where systems are available in meeting services quality objective
  • May be required to work shifts outside of regular business hour
  • May be required to travel within region to backfill sales responsibilities

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 issue
  • 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


  • Secondary school graduation
  • At least 2 years of experience in banking or related industry in a customer service / client facing role
  • Mutual Fund Licensing. Requires Completion of:
  • Investment Funds in Canada Course; or Canadian Investment Funds Course; or Canadian Securities Course; and
  • Mutual Fund Skills Builders Course
  • Completion of HSBC Way of Selling
  • Completion of basic HSBC Premier training
  • Career minded team player
  • Proven ability to sell and meet set sales / performance targets
  • Advanced communication and customer service skills
  • Willingness to be mobile in local community
  • Strong interpersonal skills to support the building of strong relationships with diverse groups of people
  • University / College degree preferred
  • Knowledge of HSBC’s products and services
  • Knowledge of HSBC’s policies, practices, and procedures within own area
  • Excellent analytical and critical thinking ability
  • Competent in conflict resolution
  • Understands / speaks second language is an asset

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Winnipeg, MB, CA
Posted on: 2015-05-23
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