Premier Relationship Manager

Utilizes customer relationship management system to provide targeted sales opportunities and proactively sell the full range of consumer and commercial products to premier (affluent) customers within a large branch or across multiple branches. Develops, manages and expands Premier customer relationships at service levels that exceed customer expectations of this important and profitable customer segment.
Principal Accountabilities
1. Organize daily activities to pro-actively contact, solicit, sell and service the Premier customer base within a large branch or across multiple branches.
2. Meet with current and potential affluent customers with greatest profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products, including insurance and investment products, to meet their needs while developing and expanding account relationships; refer them to other specialized product areas as required.
3. Identify customers with additional profit potential and develop action plans to address those relationships. Utilize customer relationship management system to provide targeted sales opportunities and proactively sell to current and potential affluent customers.
4. Educate, encourage and sell customers on use of alternative delivery channels, including ATMs and telephone and internet banking.
5. Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
6. Represent the Company on community organizations and activities to enhance the Company’s image and promote and develop additional business through the development and expansion of referral sources.
7. Adhere strictly to compliance and operational risk controls in accordance with Company and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events.
8. Complete other related duties as assigned, including providing guidance and training to less experienced personnel and assisting in customer service and operational activities as required. Support the Company’s Diversity programs.

We are proud to be an EEO/AA employer. We value diversity and offer a quality workplace.




job Requirements


* Minimum of three years proven and progressive branch sales experience or equivalent, including evidence of strong sales results in insurance and investment products and ability to close a sale.
Bachelors degree or equivalent experience.
Life, health and series 6 and 63 licenses.
Strong sales, communication, cross-selling, sales planning, mathematical, decision-making and analytical skills.
Very strong customer service, time management and prioritization skills.
Broad knowledge of financial services products and services and the customer relationship management system.
Understanding of small business customer segment and products and services appropriate to compliment Premier offerings.
HSBC Compensation
HSBC is a pay for performance company with policies and programs designed to ensure all employees receive fair and equitable compensation based on performance. Our compensation program is designed to attract, motivate, develop and retain the very best people.



HSBC Benefits
We are proud of our comprehensive flexible benefit program. Our program allows our employees to select the features that make the most sense for their individual and/or dependent(s) needs. Our benefit features include, but are not limited to; medical, prescription drug, dental, vision, life insurance, short and long term disability, retirement plans, stock option purchase plan, and a competitive time off program. / gj-hh