French/English Banking Advisor

4 weeks ago

Montréal QC, Canada HSBC Bank Canada Full time

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To provide superior sales and customer service to meet customer needs through team portfolio management across multiple distribution channels.
Performs a variety of sales and service activities to all customers including Business Banking with the primary focus on Advance and Premier customers. Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulations.
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
Position actively participates and assists with all Bank promotional programs, sales targets and direct marketing initiatives.
Promote an environment that supports diversity and reflects the HSBC brand.
Operational Effectiveness & Control

Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
Work is performed under general direction according to set parameters and set sales / performance targets.
Work is reviewed for attainment of standards, achievement of targets, adherence to policies, procedures, and timelines. Decisions impact the productivity / performance of the functional area, customers and other employees.
May work in call centre or branch environment where systems are available in meeting services quality objectives.
May be required to work shifts outside of regular business hours.
Supervisor Level 1
Officer Approval for Overlimit Account: 100,000
Management of Risk

~ Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; 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. Investment Funds in Canada Course; or Canadian Investment Funds Course; Completion of basic HSBC Premier training.
Proven ability to sell and meet set sales / performance targets.
Willingness to be mobile in local community.
Strong interpersonal skills to support the building of strong relationships with diverse groups of people.
Knowledge of HSBC’s policies, practices, and procedures within own area.
Understands / speaks French as well as English fluently.
Job Field : Schedule : Full-time Shift : Day Job

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