Job Description

Opening up a world of opportunity.
We\'re a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We\xe2\x80\x99re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities. Commercial Banking
Our global reach and expertise help domestic and international businesses around the world unlock their potential. Our customers range from small and medium-sized firms focused primarily on their domestic markets, through to large companies operating globally. Our services include working capital, term loans, payment services and international trade facilitation. About the role: The role holder will assist the Relationship Manager in the delivery of a professional relationship management service to customers, prospective customers and professionals. This supports the bank\xe2\x80\x99s long-term strategy of establishing and maintaining long term relationships with businesses, identifying needs, delivering solutions to meet those needs and providing an excellent customer service. The role holder will maximise efficiency so the Relationship Manager can focus on growing income.

The jobholder will play a direct role in identifying and meeting existing and prospect customer needs, delivering value to the customer and ensuring that we treat customers fairly in all that we do. Provide tailor-made service to the customers leading to a strengthening of key relationships. In the absence of the Relationship Manager, the role holder will act as the focal point within the area for products and services thereby ensuring HSBC\xe2\x80\x99s business banking proposition remains a key, positive differentiator.

The Sales and Credit Support role is to proactively support the Relationship Manager (RM) in the optimisation of their contribution towards the Commercial Banking Annual Operating Plan, build sustainable client relationships to improve client engagement and triage product sales opportunities, and coordinate product fulfilment. The role holder will maximise efficiency so the Relationship Manager can focus on growing income Responsibilities:

• Support the Relationship Manager in ensuring we identify customer needs correctly within Commercial Banking teams and supporting teams in Quebec and across Canada
• To treat customers fairly in all aspects of strategy, product design & delivery, sales processes, customer literature & correspondence, financial promotions, administration and complaint handling.
• Maintaining excellent communication with key colleagues to ensure a seamless and joined up approach and timely delivery of production for the Relationship Manager and Client in Quebec and across Canada
• Maintaining excellent communication with Group colleagues to ensure a joined up approach to identifying cross border opportunities where these meet customer needs
• Acting as the primary point of contact for customers and colleagues in in Quebec and across Canada in the absence of the Relationship Manager
• Working with the Relationship Manager to promote HSBC\xe2\x80\x99s global capabilities internally and, where appropriate, to external agencies such as Key Business Introducers, Chambers of Commerce and other related organisations in Quebec and across Canada
• Facilitating referrals from both existing customers and own network in Quebec and across Canada
• Respond within agreed timelines to issues raised by audit and external regulators.
• Ensure timely and accurate maintenance of customer information, including Know Your Client requirements in Group systems
• Ensure all completed sales and prospecting activity documentation is appropriately completed, approved and stored to provide performance tracking, targeted future sales efforts and compliance with sales and transactional suitability guidelines and requirements
• Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.

Requirements

• Bachelor\xe2\x80\x99s degree in a related discipline and 2-5 years of experience in a related field OR Master\xe2\x80\x99s degree and 1-3 years of experience in a related field
• Understanding of risk management
• Good credit knowledge with analytical and financial skills.
• Ability to work without constant direction
• Good organisational and time management skills.
• Commercial awareness, including economic, cultural, procedural and regulatory issues.
• Good working understanding of the trade cycle and business processes involved when importing and/or exporting
• Bilingual French & English since role will liaise within Quebec and across Canada

The language requirements for this position include French and English. The latter language is required to support customer\xe2\x80\x99s with a Canada-wide remit and connect with support teams globally, as described in this job posting and in compliance with Bill 96. HSBC Proud HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. We encourage all Black people, Indigenous People of Canada and people with disabilities to self-identify in their applications. Please contact our Canada Careers mailbox (careers@hsbc.ca) with any additional inquiries or for support and reasonable accommodations during the selection process. If this is not the ideal role for you, we invite you to sign up here to our Talent Community so we can update you about job opportunities and career events in your area of interest. We are always looking for people with purpose and ambition who can help build the bank for the future.