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.