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In Wealth and Personal Banking (WPB) , we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Retail Banking plays a crucial role in executing the Wealth and Personal Banking strategy, providing strategic advice, frameworks and guidance to markets, that ensure all customer journeys, products and services are sustainable, inclusive and built with customers at the heart. Retail Banking brings together a united retail business, made up of the following global teams: Segments, Retail Products, Shared Services Contact Centre, Distribution and Enablers spanning Customer Experience, Marketing, Data and Analytics, Business Architecture, Sustainability and Inclusion for Wealth and Personal Banking
We are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Primary Banker Partner (PBP) working together with colleagues to define, manage and achieve divisional business targets.
Principal Responsibilities:
PBP is expected to undergo all the PBs accelerated learning and become a role model within their scope and areas during the crucial transition period of the new Universal Banking Branch concept.
They are expected to work closely with Universal Leaders (UL) to embed all the new processes and digital journeys and provide through continuous education journey to PBs to perform at highest level. Including be responsible to implement all the Universal Branch Banking operating rhythm within their region.
PBP are also required to attend all the coaching and leadership training and meet all the requirements set by the management to qualify as a coach and UL to support the Region and Branch as a Relief, when required by the business due to shortages of Executives.
Lead and be a role model in continuously educating PBs to use all the digital channel and Life Sign Technology to NTB or ETB customers when engaging customers. Sharing digital know-how to PBs to create awareness and increase the adoption rate and usage that is convenient to customers therefore they can bank with us from anywhere or at anytime.
PBP will operate within a customer facing capacity in branch and supporting UL and PBs in achieving all their services KPIs and Outcome KPIs as a growth agenda.
Collaborates effectively with colleagues UL, PBs, and other stakeholders and specialists given customers the benefit of best banking solutions and specialist advice by our PBs.
Be a role model to UL, PBs and peers by demonstrating customer engagement DNA by taking ownership to serve customers under the new Universal Banking Branch concept.
Ensure attends all training programmed designed for UB to continuously harness skills and knowledge and be competent when talking to customers and stake holders.
Be proactive in building a new branch banking concept and prepared to serve our customers seamlessly through a new customer experience journey (WOW!).
Objectives achieved in accordance with all Compliance, Audit, SOX and other regulatory requirements met at all times to ensure no reputation, monetary and operational losses.
Comply with all training requirement as per the banks direction.
- Attain appropriate professional qualification and some sales experience
- Proven coaching and people management skills
- Leader capable of influencing culture change and working in partnership with line managers
- Strong sales and customer service acumen
- Be able to work/provide results with limited supervision
- Have self-initiative to propose new ideas and/or ways to do things
- Driving & delivering fast moving programmes
- Relationship and stakeholder management
- Excellent communication skills
- Decision making
- Influencing & Negotiating skills
- Excellent Planning and organization
- Strong Sales Quality knowledge
- Branch operation risk and control experience
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritised.
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Issued by HSBC Bank Malaysia Berhad
