Senior Branch Customer Service Representative

Description Other Locations:  NY-Forest Hills

 Make the Right Move and join a winning team! Build your career with us. HSBC - North America is a part of HSBC Group, one of the largest banking and financial service organizations in the world. Our domestic strength and extensive global network provides our employees with the best of both worlds - the friendliness of a local organization and the resources of a worldwide network - for diverse experiences and challenging career opportunities. Processes and initiates more complex financial transactions for Company customers and assists branch office or premier center management in new business through referrals and meets established sales referral and promotional sales goals. Enhance Company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations. Complete other responsibilities, as assigned. Enhance Company image through pro-active customer-driven servicing of their needs in support of the goal of exceeding customer expectations; initiate referral of new business through customer contact and use of customer relationship management system. Meet established sales referral and promotional sales goals and provide guidance to less experienced personnel in the sales referral process. Accept and process more complex deposits, payments, checks for cashing and other transactions according to established procedures and performance standards. Ready workstation at start of shift; strike and balance cash and transactions at end of shift. Adhere to branch cash control and security requirements in control of cash and negotiable items. Adhere to established customer interaction standards for every transaction. Monitor how lower level personnel are interacting with clients and coach to improve service provided. Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. Promote an environment that supports diversity and reflects the HSBC brand. Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

Requirements

• Minimum of high school diploma or equivalent experience
• Minimum of two years proven Branch Customer Service Representative experience or equivalent
• Strong interpersonal, communication and analytical skills
• Proficiency with personal computers as well as pertinent mainframe systems and software packages
• Positive customer service attributes
• Demonstrated proficiency with sales referrals and product knowledge