Retail Personal Banker I focused on consultative sales, customer acquisition, and cross‑selling within a financial center.
Compensation
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Responsibilities
Use consultative sales process and Financial Needs Assessment to build customer profiles
Maintain knowledge of retail consumer and small business products and recommend solutions
Utilize CAMP and other marketing tools to reach customers and set appointments
Cross‑sell to existing customers and engage in outside sales activities
Refer customers to Business Partners for holistic financial solutions
Requirements
College degree
Nice to have: Experience in the financial industry
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment).
Requirements
College degree
work experience
Nice to have: Experience in the financial industry
Retail Personal Banker I focused on consultative sales, customer acquisition, and cross‑selling within a financial center.
Compensation
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
Primarily focus on cross‑selling to existing customer base and engaging in outside sales activities
Establish close working relationships with assigned Business Partners and refer customers when appropriate
Requirements
College degree
Nice to have: Experience in the financial industry
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Focus on cross-selling to existing customer base and engaging in outside sales activities.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment).
Requirements
College degree
work experience providing transferrable skills
Nice to have: Experience in the financial industry
Mobile Insurance Specialist focused on promoting HSBC insurance solutions for wealth management (savings, retirement, investment) within the Premier segment using mobile sales models and analytical marketing.
Responsibilities
Collaborate with Premier RM Retail Direct advisors to detect prospects interested in savings, retirement, or protection solutions.
Attend clients in offices, business locations, branches, or other sites based on client availability.
Conduct face-to-face meetings for needs analysis and sales.
Assist advisors in identifying potential clients for protection, savings, and retirement conversations.
Help with closing sales at branches when visiting advisors.
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. The role focuses on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities.
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment).
Requirements
College degree
Nice to have: Experience in the financial industry
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program. The role focuses on using the consultative sales process to identify and meet financial needs of customers or prospects.
Compensation
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S.
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
Focus on cross-selling to existing customer base and engaging in outside sales activities
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment)
Requirements
College degree
Nice to have: Experience in the financial industry
Support retail banking operations by engaging customers, processing teller transactions, and driving sales of financial products.
Compensation
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Responsibilities
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities such as Membership Advantage onsite presentations, business sales calls, community financial literacy events.
Establish close working relationships with assigned Business Partners and refer customers when appropriate to provide timely, holistic financial solutions.
Requirements
College degree
Nice to have: Experience in the financial industry
Account Executive, VenueNewThe Knot Worldwide · Remote, US
Spec Sls Wealth Insurance RBWMHSBC · Toluca, Mexico