Branch Manager : 00008UA0

Branch Manager : 00008UA0

Employment Type: Regular

To lead the execution of the multi-channel strategy for a large complex sales function or large sized branch or large hub where the position is responsible for the remote management of several smaller branches.

Impact on the Business

• Leads and oversees the work of others within the functional area and / or branch including ongoing management responsibilities such as motivating, coaching and providing guidance to team members, adhering to departmental budgets, operational costs, and prioritising resource allocations appropriately, and following up on internal / external inquires.
• Creates and implements a departmental plan that supports the PFS strategy; monitors and reports on achievement of targets and revises strategies as needed; takes responsibility for the attainment of desired EPS results, and implements improvements based on feedback.
• Reviews departmental plan and performance on a quarterly basis to identify areas for improvement; monitors the quality of work and provides feedback on the degree to which operational standards are met.
• Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulations.
• Leads change and models HSBC’s values, sets the cultural tone, and prioritises business goals.

Customers / Stakeholders

• Leads a customer centric culture within branch and / or functional area, in line with PFS Strategy.
• Fully understands broad customer needs.
• Acts as second level escalation for most complex customer inquiries.
• Uses customer insight to continuously enhance customer experience, increasing loyalty, advocacy and retention.
• 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.

Leadership & Teamwork

• Leads a team-based approach in anticipating and managing customer needs.
• Responsible for remote management and / or for overseeing other managers as well as senior professionals with advanced and varied skill sets
• Build people capability which facilitates and encourages strong leadership, drives employee engagement and develops, retains key talent within the organization
• Hires appropriately, leverages the talents of the team, identifies potential leaders from the team, and takes corrective action where necessary.
• Actively contributes and collaborates with colleagues to ensure the collective success of the PFS/ Wealth management strategy.
• Collaborates and co-operates with colleagues across the HSBC Canada & HSBC North America to share best practice and ensure alignment of strategy within PFS.
• 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 within area of specialty 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.

Role Context

• Work is complex and requires industry expertise, business acumen, and advanced organizational knowledge.
• Position will provide oversight to more complex circumstances and will have designated authority within assigned limits
• Work is performed with general authority and individuals primarily achieve results through managers and / or senior professionals.
• Requires significant initiative, independent judgment, and critical thinking.
• Problem resolution involves creating new processes, setting precedents that support continuous improvement, and the establishment of functional area / branch standards.
• Decisions have a direct impact on the functional area and / or branch, other business units, achievement of the short- and long-term strategy, customers and employees.
• May work in call centre or branch environment where systems are available in meeting services quality objectives
• May be required to travel within region to fill management responsibilities.

Management of Risk

• Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.
• Promote an environment that supports diversity and reflects the HSBC brand.

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.
• 7 – 10 years of related work experience
• 4 years of experience leading and managing others.
• Mutual Fund Licensing. Requires completion of: Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling.
  Completion of HSBC Premier Academy.
• World Selection (training provided by Asset Management Canada, AMCA)
• Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
• Experience forecasting and budgeting for a functional area
• Excellent communication and customer service skills.
• Advanced interpersonal skills to support the building of strong relationships with diverse groups of people.
• Diplomatic problem solving skills to resolve issues within a functional area and / or across functional areas.
• Excellent knowledge of HSBC’s products / services and competitive environment.
• Complete knowledge of HSBC’s policies, practices, and procedures within own area.
• Experience managing the performance of direct reports through a performance management process as well as experience in having performance discussions and / or coaching.
• Remote management experience.
• Experience managing multiple projects with multiple deadlines.
• In-depth understanding of operations, financials, and technical procedures in own area and how they link to other areas of operations.
• In-depth understanding of legislation and regulations as they apply to own area.
• Ability to speak / understand a second language is an asset.

Willingness to relocate.

• University / College degree or combination of equivalent education and experience in banking or related industry.
• 7 – 10 years of related work experience
• 4 years of experience leading and managing others.
• Mutual Fund Licensing. Requires completion of: Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling.
  Completion of HSBC Premier Academy.
• World Selection (training provided by Asset Management Canada, AMCA)
• Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
• Experience forecasting and budgeting for a functional area
• Excellent communication and customer service skills.
• Advanced interpersonal skills to support the building of strong relationships with diverse groups of people.
• Diplomatic problem solving skills to resolve issues within a functional area and / or across functional areas.
• Excellent knowledge of HSBC’s products / services and competitive environment.
• Complete knowledge of HSBC’s policies, practices, and procedures within own area.
• Experience managing the performance of direct reports through a performance management process as well as experience in having performance discussions and / or coaching.
• Remote management experience.
• Experience managing multiple projects with multiple deadlines.
• In-depth understanding of operations, financials, and technical procedures in own area and how they link to other areas of operations.
• In-depth understanding of legislation and regulations as they apply to own area.
• Ability to speak / understand a second language is an asset.

Willingness to relocate.

• University / College degree or combination of equivalent education and experience in banking or related industry.
• 7 – 10 years of related work experience
• 4 years of experience leading and managing others.
• Mutual Fund Licensing. Requires completion of: Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling.
  Completion of HSBC Premier Academy.
• World Selection (training provided by Asset Management Canada, AMCA)
• Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
• Experience forecasting and budgeting for a functional area
• Excellent communication and customer service skills.
• Advanced interpersonal skills to support the building of strong relationships with diverse groups of people.
• Diplomatic problem solving skills to resolve issues within a functional area and / or across functional areas.
• Excellent knowledge of HSBC’s products / services and competitive environment.
• Complete knowledge of HSBC’s policies, practices, and procedures within own area.
• Experience managing the performance of direct reports through a performance management process as well as experience in having performance discussions and / or coaching.
• Remote management experience.
• Experience managing multiple projects with multiple deadlines.
• In-depth understanding of operations, financials, and technical procedures in own area and how they link to other areas of operations.
• In-depth understanding of legislation and regulations as they apply to own area.
• Ability to speak / understand a second language is an asset.

Willingness to relocate.

• University / College degree or combination of equivalent education and experience in banking or related industry.
• 7 – 10 years of related work experience
• 4 years of experience leading and managing others.
• Mutual Fund Licensing. Requires completion of: Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course Completion of HSBC Way of Selling.
  Completion of HSBC Premier Academy.
• World Selection (training provided by Asset Management Canada, AMCA)
• Personal Financial Planning Designation (PFP); For Quebec only, ICB certificate of achievement – Advanced Personal Finance
• Experience forecasting and budgeting for a functional area
• Excellent communication and customer service skills.
• Advanced interpersonal skills to support the building of strong relationships with diverse groups of people.
• Diplomatic problem solving skills to resolve issues within a functional area and / or across functional areas.
• Excellent knowledge of HSBC’s products / services and competitive environment.
• Complete knowledge of HSBC’s policies, practices, and procedures within own area.
• Experience managing the performance of direct reports through a performance management process as well as experience in having performance discussions and / or coaching.
• Remote management experience.
• Experience managing multiple projects with multiple deadlines.
• In-depth understanding of operations, financials, and technical procedures in own area and how they link to other areas of operations.
• In-depth understanding of legislation and regulations as they apply to own area.
• Ability to speak / understand a second language is an asset.

• Willingness to relocate.

Job Field : Retail / Branch Banking
Primary Location : North America-Canada-British Columbia-Port Coquitlam
Schedule : Full-time Shift : Day Job
Type of Vacancy : Country vacancy
Job Posting : 24-Feb-2017, 19:48:51 Unposting Date : 09-Mar-2017, 02:59:00