Job Opportunities – Sales and Solutions Specialist

1 week ago

Vancouver, British Columbia, Canada HSBC Full time
Job Description:

The Sales and Solutions Specialists will effectively case manage everyday banking related sales and transactions through to completion, handling client expectations at all times with outstanding professionalism and consistency, and will identify refer clients as needed to areas of the bank where the client's needs can be met, thereby proactively developing and strengthening client relationships in line with HSBC values.

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Job Responsibilities:
  • Handles contacts with our new HSBC clients, over the phone or video conferencing, in a polite and friendly way, instilling customer confidence and meeting client needs.
  • Identifies and understands basic client needs in order to complete transactions and resolve issues quickly and efficiently.
  • Informs clients of products and services that may meet their various financial needs.
  • Manages and handling large volumes of client cases simultaneously.
  • Acts as a role model for our Group Values and behaviours (Open, Connected, Dependable), supporting colleagues and clients to deliver superior customer service through these values.
  • Comply with all relevant procedures by ensuring all transactions are within the bank's criteria and all sales are properly recorded and authorized in accordance with risk policy.
  • An advocate of HSBC values and business principles by putting the client first and delivering excellent customer service to complex client calls and by keeping up to date on training and internal communications
  • Offers value added products and services based on customer needs analysis and ensuring client understanding of those products.
  • Fulfills client service and sales requests and make referrals as needed.
  • Owns and resolves issues as well as understands how and when to escalate and/or refer a client concern.
  • Proactive outreach to clients via outbound calls to provide support with products, services and various banking channels (such as branch network, online and mobile, telephone banking, conversational banking etc.)
  • Achieves individual and team key performance indicator expectations including client experience, sales and productivity metrics.
  • Keeps up to date on HSBC's full products and services suite, procedural and policy updates to effectively meet client needs.
Job Requirements:
  • Ability to handle large volumes, tight turnarounds and multiple deadlines.
  • Strong communication (verbal and written), customer service and interpersonal skills.
  • Team player and development minded.
  • Detailed orientated with good time management and organizational skills.
  • Experience in the financial services industry, call centre, remote or direct channel environment is an asset
  • Ability to learn and operate new software and technology.
  • Must be available to work rotating shifts, Monday to Friday from 9AM to 8PM and Saturday 9AM – 8PM. Total work hours per week will be 37.5 hours per week.
  • Proven ability to sell and meet set sales / performance targets in a sales role.
Job Details:

Company:HSBC

Vacancy Type:Full Time

Job Location: Vancouver, BC, CA

Application Deadline: N/A

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