HSBC

Personal Banker (Type 1) RBWM

HSBC

San Andrés Cholula, Puebla, Mexico
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a customer-oriented individual with a passion for finance? Look no further! HSBC is seeking a dedicated and driven Personal Banker (Type 1) for our Retail Banking and Wealth Management division. As a Personal Banker, you will have the opportunity to provide personalized financial solutions to our valued clients, while building meaningful relationships with them. With a diverse and dynamic team, HSBC offers a supportive work environment that encourages growth and development. Join us and be a part of a global banking leader that values diversity, inclusivity, and excellence.

  1. Provide exceptional customer service to clients by understanding their financial needs and offering personalized solutions.
  2. Build and maintain strong relationships with clients to promote customer loyalty and retention.
  3. Conduct financial assessments and recommend appropriate products and services to clients.
  4. Educate clients on various financial products and services offered by HSBC.
  5. Meet and exceed sales targets by actively promoting and cross-selling various banking products and services.
  6. Keep up-to-date with industry trends and developments in order to provide clients with the most relevant and accurate information.
  7. Comply with all regulatory and compliance policies and procedures.
  8. Collaborate with team members and other departments to ensure a seamless customer experience.
  9. Continuously seek opportunities to improve customer satisfaction and retention.
  10. Act as a brand ambassador for HSBC and uphold the company's values and principles.
Where is this job?
This job is located at San Andrés Cholula, Puebla, Mexico
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Minimum Of 2 Years Experience In Banking Or Financial Services, With A Focus On Sales And Customer Service.

  • Strong Understanding Of Banking Products And Services, Including Loans, Mortgages, And Investment Options.

  • Proficiency In Financial Software And Technology, With The Ability To Analyze And Interpret Financial Data For Clients.

Required Skills
  • Data Analysis

  • Account Management

  • Communication

  • Product knowledge

  • customer service

  • Relationship Building

  • Compliance

  • Sales management

  • Risk assessment

  • Problem-Solving

  • Cross-Selling

  • Financial Advising

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Personal Banker (Type 1) RBWM in San Andrés Cholula, Puebla, Mexico is between $12,000 to $15,000 Mexican pesos per month. This equates to approximately $585 to $732 USD per month. However, salaries may vary depending on the specific bank, experience level, and other factors.

Additional Information
HSBC is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesSpanish
Job PostedApril 10th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About HSBC

HSBC Holdings Plc operates as a holding company for the HSBC Group. It provides banking and financial services through four global businesses, including Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets and Global Private Banking. The company's operating segments are organized into six geographical regions, including Europe, Hong Kong, Rest of Asia Pacific, Middle East and North Africa, North America and Latin America.

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