HSBCBusiness Relationship Officer
Oct. 2020 - Apr. 2022Canada• Working Closely with supporting 6 Business Relationship Managers with a portfolio of approx. 250-300 clients each to ensure timely execution of all business banking activities
• Preparing client banking profiles on SFE along with account opening documents
• Providingpostsaleservicestoclientsregarding-HSBCNet,voidcheques, transactional activities, Ensuring KYC accuracy, wire instructions, FX booking, live signs and more
• Analyzingandfollowingupwithclientsfor0balanceaccountstogenerate deposits
• Complyingwithlocalregulationsinallaspectsofstrategy,salesprocesses, client correspondence, financial promotions, administration, and complaint handling
• Authorised customer compensation with approval from management.
• Reviewed client files to identify opportunities for crossselling.
• Investigated complaints thoroughly to deliver positive customer outcomes
• Educated customers about company products, services and special offers.
• Maintained detailed knowledge of company offerings to recommend appropriate products to clients.