Branch Manager : 00008JWO

Job Information
HSBC Bank Canada_logosm
Author pmnationtalk
Date January 19, 2017
Type Full Time
Company HSBC Bank Canada
Location Calgary, AB
Category Business / Management
Client HSBC Bank Canada
Contact Information
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HSBC_slogo

Branch Manager : 00008JWO

Employment Type: Regular

To lead and manage the execution of the multi-channel strategy for a medium sized sales function, shared branches or a small branch where the roles are varied in nature.

Impact on the Business

  • Leads and oversees the work of others within the functional area and / multiple branches or branch including ongoing management responsibilities such as motivating, coaching and providing guidance to team members, adhering to departmental budgets and prioritizing resource allocations appropriately, and following up on internal / external inquires.
  • Assists in the development of sales and / or service plans and the development of strategies to support the cross sell and up-sell of retail products and services to new and existing customers.
  • Communicates clear objectives, targets, and operational quality standards to the team.
  • Implements processes, policies, systems, and practices within the functional area and / or branch that contribute to effective practices.
  • Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulations.
  • Acts as a change agent and project sponsor for key initiatives; models HSBC’s values, sets the cultural tone, and prioritizes business goals.
  • Oversees and monitors the quality of work and provides feedback on the degree to which operational standards are met.
  • Oversees and monitors operations and risk activities such as custodian for cash, combinations, keys, and negotiable securities ensuring procedures and relative records are maintained in accordance with established guidelines.
  • Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulations and maintains Business Continuity Plan for branch or functional area. Assumes role of Privacy Administrator,
  • Branch Compliance Officer, Health & Safety, etc. Where required role will also serve as either primary or backup HIFC Branch Manager.
  • Primary or Back up HBM role supervises the mutual fund sales business conducted within the branch (new accounts and trading activity) and acts as the primary point of contact for mutual fund customer inquiries requiring escalation.
  • Directs and oversees more complex servicing and support activities such as estates and loss prevention measures.
  • Implements operational processes, policies, systems, and practices within the team / functional area that contribute to effective practices and reduced risk.
  • Oversees the recruitment, selection and orientation of new employees with the assistance of the ORA Administrator. Joint collaboration to identify potential leaders from within the organization.
  • In joint collaboration with the ORA Administrator, provides training and development to others as related to operational and risk items.
  • Acts as a change agent and project sponsor for key initiatives; models HSBC’s values, sets the cultural tone, and prioritizes business goals.

Customers / Stakeholders

  • Fosters and develops a customer centric culture within branch and / or functional area, in line with RBWM Strategy.
    Fully understands broad customer needs.
  • Act as first level escalation for most complex customer inquiries.
  • Act as primary point of contact (or secondary as appropriate) for complex operational inquiries involving internal and external parties.
  • May act as Primary or Back up HBM role supervises the mutual fund sales business conducted within the branch (new accounts and trading activity) and acts as the primary point of contact for mutual fund customer inquiries requiring escalation
  • Responsible for Know Your Client (KYC) processes, policies, activities and reporting on behalf of functional area and / or branch(s).
  • Ensure branch(s) or work area is maintained in accordance with HSBC standards.
  • Models superior and courteous service to promote products and expand customer relationships.
    Develops and maintains an active community profile.
  • Ensure customer expectations are exceeded in terms of speed, efficiency, certainty and professionalism, either face to face or through an alternate channel.
  • Ensure branch or work area is maintained in accordance with HSBC standards.
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

Leadership & Teamwork

  • Leads a team-based approach in anticipating and managing customer needs.
  • Is visible and accessible, providing open access for employees and customers to build rapport, discuss issues, and resolve concerns.
  • Responsible for overseeing team with varied skill sets potentially located in multiple Branch locations.
  • Builds the capabilities of the team to enhance their ability to achieve financial and operating strategy.
  • Hires appropriately, leverages the talents of the team, identifies potential leaders from the team, and takes corrective action where necessary.
  • Contributes and collaborates with colleagues to ensure the collective success of the RBWM/ Wealth management strategy.
  • Collaborates and co-operates with colleagues across the HSBC Canada to share best practice and ensure alignment of strategy within RBWM.
  • Provide a consistent customer experience across distribution channels, share learning’s and ensure resources are appropriately deployed to deliver a sustainable cost platform.
  • Position actively participates and assists with all Bank promotional programs, sales targets and direct marketing initiatives.
  • Participates in business development programs to enhance product knowledge and cross selling skills.
  • Actively refers customers to other areas of HSBC where appropriate.
  • Cultivate an environment that supports diversity and reflects the HSBC values and brand.
  • Demonstrate Group capabilities.
    Complete other responsibilities, as assigned.
  • Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices.
  • Promote an environment that supports diversity and reflects the HSBC brand.

Operational Effectiveness & Control

  • Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices.
  • Cultivate an environment that supports diversity and reflects the HSBC brand.
  • Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
  • Complete other responsibilities, as assigned.

Role Context

  • Work varies from moderate to significant complexity involving mostly routine and some non-routine situations / challenges.
    Position will provide oversight to more complex circumstances and will have designated authority within assigned limits.
  • Work is specialized in nature and performed under general direction according to established methods and processes.
  • Requires considerable initiative and independent judgment in completing work, with unfamiliar situations or challenges addressed by the next level manager.
  • Problem resolution involves judgment in applying or adapting procedures to address situations as well as searching for or setting precedents for continuous improvement.
  • Outcomes are reviewed in terms of adherence to general policies, accuracy of methods, continuous improvement, and general efficiency.
  • Decisions have a direct impact on the functional area, other potential business units, external guests, and direct reports.
  • May work in call centre or branch environment where systems are available in meeting services quality objectives.
  • May be required to work shifts outside of regular business hours.
  • Manager Level 2
  • Cash In: 5,000,000
  • Cash Out: 5,000,000
  • Transfer Limit: 250,000,000
  • Clearing Limit: 250,000,000
  • Officer Approval for Overlimit Account: 5,000,000
  • Officer Cr Related Maintenance Approval Limit: 5,000,000
  • Manager Leve 7 may be required when:
  • They have commercial facilities with controlling limits in excess of $ 5MM or they service other Branch Commercial clients with controlling limits greater than $5MM.

Management of Risk

  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.

Observation of Internal Controls

  • Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

Qualifications

  • University / College degree or combination of equivalent education and experience in banking or related industry.
  • 3 – 5 years of related work experience in sales / customer related roles.
  • Mutual Fund Registration. Requires completion of:
  • Investment Funds in Canada Course; Canadian Investment
  • Funds Course; or Canadian Securities Course; and
  • Mutual Fund Skills Builders Course
  • Depending on Branch needs, the Branch Manager Course or Branch Compliance Officers Course
  • Completion of HSBC Way of Selling.
  • Completion of HSBC Premier Academy.
  • Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance.
  • Diplomatic problem solving skills to resolve issues within own functional area.
  • Advanced communication and customer service skills.
  • Excellent interpersonal skills to support the building of strong relationships with diverse groups of people.
  • Excellent knowledge of HSBC’s products / services and competitive environment.
  • Complete knowledge of HSBC’s policies, practices, and procedures within own area.
  • Depending on Branch needs, World Selection Portfolio certification (training provided by Asset Management Canada, AMCA).
  • Experience assisting with the performance management of direct reports through a performance management process.
  • Demonstrable experience leading others.
  • Ability to manage multiple projects with multiple deadlines.
  • Aware of and understands how own area of the business performs (is profitable, conserves costs, etc.).
  • Understanding of legislation and regulations as they apply to own area.
  • Ability to speak / understand Cantonese is a must.
  • Willingness to relocate.

Job Field : Retail / Branch Banking
Primary Location : North America-Canada-Alberta-Calgary
Schedule : Full-time Shift : Day Job
Type of Vacancy : Region vacancy
Job Posting : 19-Jan-2017, 18:29:42 Unposting Date : 27-Jan-2017, 02:59:00

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