Gerente de Sucursal
HSBC Group
Jurica, Querétaro, México, North America
hace 7 días

GERENTE DE SUCURSAL

Role Purpose (overall high level summary of the role)

The Senior Branch Manager is the key leader in the local market and wider community.

The role is a customer facing role where leadershipand meeting customer needsarecritical to the success of the business.

The role of SBranch Manager is to lead, develop and manage a branch team to ensure achievement of the business objectives anddeliver the branch performance measures in line with the defined business plan.

Role success will be achieved by creatin

GERENTE DE SUCURSAL

Role Purpose (overall high level summary of the role)

The Senior Branch Manager is the key

g and maintaining anenvironment where theSenior Branch Manager and their teammaximise performance in achievingthe RBWM business objectives whileproviding the highest sales quality and servicestandards.

The role will ensure the business is effectively( poner si es la sucursal grande o en el cluster de sucursal de acuerdo a necesidades locales)run in accordance with the RBWM OperatingModel.

In delivering the business objectives, role holdersmust also maintainthe highest standardsof risk management, control and compliancerequired by the Group, closely managing and driving the individual and collective performance of theteam.

Implementation of the Operating Model requires the role holderto implement the Group standards incustomer contact strategy anddeliveryof those standardsin accordance with any country specific requirements (basedupon a good understanding of the branch’s customers, the potential customer base, local market conditions and competitor activity).

A key responsibility is to develop the people within theteam,leading and coachingthem to maximise their performance and realise their potential within HSBC.

Principal Accountabilities : Key activities and decision making areas

Impact on the Business

Lead your team to deliver the Branch RBWM key performance indicators (KPIs)and plan

Manage sales productivity and the sales processthrough effectively meeting customer needs

In conjunction with your team build a prominentprofile in the community in which you are basedin a way that builds HSBC’s reputation and brand

Lead the Branch in line with the processes and activities in the RBWM Operating Model and other operational guidelines to achieve consistency of management ofour people and delivery of service and sales to HSBCcustomers

Monitor and act on daily sales activity management information and other internal information tools, using them to coach your team and achieve the business goals

Identify and act on factors that would increase local competitiveness

Customers / Stakeholders

Use the principles andguidelines in the operatingmodel to ensurecustomer needs are identified and they are matched to the appropriate member of the team to recommend appropriate solutions and achieve the highest standards of sale quality

In the cases in which a Potencial Vulnerable Customer (PVC) is identified, a mitigant action must be offered and ensure that the customer understand the product.

Personally managethe sales floor on a regular basis

Direct customersto the most appropriate channelto meet their needs and execute the RBWM Operating Model requirement to migrate certain activities toa designated channel

Implement customer relationship and proposition strategies

Contribute to the community in the area in which the business is based

Leadership & Teamwork

Lead and manage the branch team

Administrar al equipo que trabaja para las diferentes líneas de negocio.

Drive a high performance culture through robust objective setting, coaching for performance, performance reviews and action to address poor performance

Evaluate performance against KPIs and make discretionary incentive recommendations in line with the Group incentive plans

Observe, feed back and coach the team to improve effectiveness and performance

Train, maintain and develop your team to a level appropriate for the branch and in line with country training plans

Recruit and onboard high calibre individuals in line with branch headcount and resourcing plans.

Maintain and enhance personal and team knowledge and skills through sharing best practice for creating an exceptional customer experience

Hold regular team and one-to-one meetings with team members to share priorities, establish focus, coach and address risks & issues

Role-model HSBC values and create an inclusive work environment which embraces diversity and fosters engagement

Demonstrate connectivity to other teams and actions which benefit the Group above local interests

Employee Engagement metric

Operational Effectiveness & Control

Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines

Ensure all processes for sales & operations are in place and manage within any agreed Authorities

Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss

Specifically ensure active management and compliance with Anti-Money Laundering, Know Your Customer and Sales Quality standards

To ensure branch lending (not including Commercial and Corporate) is undertaken and controlled in accordance with HSBC Credit Policy by ensuring the appropriate use of credit and behavioural scored lending

Undertake Sales, Operational and Credit sampling in your branch, as directed by published bank procedures

Operational integrity / audit

Major Challenges (The challenges inherent in therolethat require a continual test of theroleholder’s abilities)

We seek to grow our RBWM business through meeting customer needs, delivering the highest standards of sales quality and efficient operations.

This involves the pursuit of excellent customer driven service; recognition of customer value, offering solutions from across HSBC appropriate to customer needs in order to enhance that value.

We should recognise our responsibility to the community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders.

The range of competitors and products has established an increased financial awareness in customers, creating a demand for increased experience and skill at branch level.

A Senior Branch Manager requires the following key attributes :

Alto entendimiento de todas las líneas de negocio que se manejan en esta sucursal.

  • High energy and a tenacious approach
  • Excellent sales and people management skills
  • Customer driven with a strong focus on meeting needs, sales quality and standards of service
  • Strong interpersonal communication skills, especially in motivation, coaching and team leadership
  • A strong sense of ownership, responsibility and accountability
  • Poner las competencies que require el nivel para esta posición que debe ser diferenciada del Branco Manager
  • The role holder forms an integral part of the wider HSBC management team. As part of this wider team the role holder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial.

    Role Context (The environment and operating conditions of the roleincluding the extent of guidance and authority)

    The Senior Branch Manager will typically be responsible for one large or a cluster of two or more branches according to market size and complexity.

    A Branch Manager in a larger branch will typically lead a management team who in turn performance manage branch staff. The management team may comprise of one or more Assistant Branch Managers, Wealth Sales Managers or equivalent level roles agreed within the local operating model.

    As a Senior Branch Manager there is an inherent expectation of high performance consistent with the significant impact on overall business performance contributed by a large or cluster of branches.

    The role belongs to the face-to-face distribution operating model which defines globally consistent structures, standards and operating procedures for RBWM.

    The role embraces both Retail Banking and Wealth Management customer segments and is supported by the Head of Wealth sales and wealth specialists.

    The branch has minimal on-site administration and makes full use of all available straight through processing, centres of excellence and direct channels.

    Management of Risk (Operational Risk / FIM requirements)

    The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.

    This will be achieved by consistently displaying the Group Values : Dependable, Open, Connected.

    The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.

    Risks should be identified and action taken to address them, including notification, escalation and management of consequences for those responsible as appropriate.

    This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring and by addressing any areas of concern in conjunction with line management and / or the appropriate department.

    Observation of Internal Controls (Compliance Policy / FIM requirements)

    The jobholder will be able to demonstrate adherence to internal controls. This will be achieved by adherence to all relevant procedures, keeping appropriate records and where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.

    The jobholder will implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer.

    The term compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply.

    This will be achieved by adhering to all relevant processes / procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity.

    Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators.

    RoleDimensions (e.g. balance sheet size, lending / expenditure limits, size / volume of transactions, budget)

    Footfall metrics to be taken from RBWM metrics

    Branch Contribution / income / costs metrics to be taken from RBWM metrics

    Volumes Acquisition etc metrics to be taken from RBWM metrics

    Resources (FTE) employed metrics to be taken from RBWM metrics (podemos poner el número promedio de FTE que tiene una sucursal de este tipo)

    Headcount reporting tothis role

    Direct : Indirect :

    Indirect : Total :

    Total :

    Knowledge & Experience / Qualifications ( For the role not the roleholder. Minimum requirements of the role.)

    Knowledge / Experience

    Proven ability in team leadership and management

    Proven ability in Retail distribution

    Proven ability in relationship management in the Retail sector

    Demonstrate behaviours consistent with HSBC Values

    Proven adherence to controls and compliance with no significant breaches

    Poner la certificación que debe tener una Senior para satisfacer las necesidades.

    Skills

    Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating

    Coaching sales techniques, best practice and sales management on a team and one to one basis

    Problem solving skills

    Diferenciar el nivel de habilidades de un Senior a un Jr

    Qualifications

    Attain appropriate professional and regulatory qualifications as required by market

    Attain any internal standards as required by market

    En HSBC estamos comprometidos a construir una cultura donde todos los empleados y clientes sean valorados independientemente de su sexo, edad, orientación sexual, etnia, discapacidad, creencia religiosa, antecedentes o cualquier otro aspecto personal diferente.

    Los empleados de HSBC actuamos mostrando integridad con valor, manteniéndonos firmes en lo que es correcto. Somos confiables, nos mostramos abiertos a diferentes ideas y culturas y estamos conectados con los clientes, la comunidad, los reguladores y entre nosotros.

    GERENTE DE SUCURSAL

    Role Purpose (overall high level summary of the role)

    The Senior Branch Manager is the key leader in the local market and wider community.

    The role is a customer facing role where leadershipand meeting customer needsarecritical to the success of the business.

    The role of SBranch Manager is to lead, develop and manage a branch team to ensure achievement of the business objectives anddeliver the branch performance measures in line with the defined business plan.

    Role success will be achieved by creating and maintaining anenvironment where theSenior Branch Manager and their teammaximise performance in achievingthe RBWM business objectives whileproviding the highest sales quality and servicestandards.

    The role will ensure the business is effectively( poner si es la sucursal grande o en el cluster de sucursal de acuerdo a necesidades locales)run in accordance with the RBWM OperatingModel.

    In delivering the business objectives, role holdersmust also maintainthe highest standardsof risk management, control and compliancerequired by the Group, closely managing and driving the individual and collective performance of theteam.

    Implementation of the Operating Model requires the role holderto implement the Group standards incustomer contact strategy anddeliveryof those standardsin accordance with any country specific requirements (basedupon a good understanding of the branch’s customers, the potential customer base, local market conditions and competitor activity).

    A key responsibility is to develop the people within theteam,leading and coachingthem to maximise their performance and realise their potential within HSBC.

    Principal Accountabilities : Key activities and decision making areas

    Impact on the Business

    Lead your team to deliver the Branch RBWM key performance indicators (KPIs)and plan

    Manage sales productivity and the sales processthrough effectively meeting customer needs

    In conjunction with your team build a prominentprofile in the community in which you are basedin a way that builds HSBC’s reputation and brand

    Lead the Branch in line with the processes and activities in the RBWM Operating Model and other operational guidelines to achieve consistency of management ofour people and delivery of service and sales to HSBCcustomers

    Monitor and act on daily sales activity management information and other internal information tools, using them to coach your team and achieve the business goals

    Identify and act on factors that would increase local competitiveness

    Customers / Stakeholders

    Use the principles andguidelines in the operatingmodel to ensurecustomer needs are identified and they are matched to the appropriate member of the team to recommend appropriate solutions and achieve the highest standards of sale quality

    In the cases in which a Potencial Vulnerable Customer (PVC) is identified, a mitigant action must be offered and ensure that the customer understand the product.

    Personally managethe sales floor on a regular basis

    Direct customersto the most appropriate channelto meet their needs and execute the RBWM Operating Model requirement to migrate certain activities toa designated channel

    Implement customer relationship and proposition strategies

    Contribute to the community in the area in which the business is based

    Leadership & Teamwork

    Lead and manage the branch team

    Administrar al equipo que trabaja para las diferentes líneas de negocio.

    Drive a high performance culture through robust objective setting, coaching for performance, performance reviews and action to address poor performance

    Evaluate performance against KPIs and make discretionary incentive recommendations in line with the Group incentive plans

    Observe, feed back and coach the team to improve effectiveness and performance

    Train, maintain and develop your team to a level appropriate for the branch and in line with country training plans

    Recruit and onboard high calibre individuals in line with branch headcount and resourcing plans.

    Maintain and enhance personal and team knowledge and skills through sharing best practice for creating an exceptional customer experience

    Hold regular team and one-to-one meetings with team members to share priorities, establish focus, coach and address risks & issues

    Role-model HSBC values and create an inclusive work environment which embraces diversity and fosters engagement

    Demonstrate connectivity to other teams and actions which benefit the Group above local interests

    Employee Engagement metric

    Operational Effectiveness & Control

    Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines

    Ensure all processes for sales & operations are in place and manage within any agreed Authorities

    Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss

    Specifically ensure active management and compliance with Anti-Money Laundering, Know Your Customer and Sales Quality standards

    To ensure branch lending (not including Commercial and Corporate) is undertaken and controlled in accordance with HSBC Credit Policy by ensuring the appropriate use of credit and behavioural scored lending

    Undertake Sales, Operational and Credit sampling in your branch, as directed by published bank procedures

    Operational integrity / audit

    Major Challenges (The challenges inherent in therolethat require a continual test of theroleholder’s abilities)

    We seek to grow our RBWM business through meeting customer needs, delivering the highest standards of sales quality and efficient operations.

    This involves the pursuit of excellent customer driven service; recognition of customer value, offering solutions from across HSBC appropriate to customer needs in order to enhance that value.

    We should recognise our responsibility to the community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders.

    The range of competitors and products has established an increased financial awareness in customers, creating a demand for increased experience and skill at branch level.

    A Senior Branch Manager requires the following key attributes :

    Alto entendimiento de todas las líneas de negocio que se manejan en esta sucursal.

  • High energy and a tenacious approach
  • Excellent sales and people management skills
  • Customer driven with a strong focus on meeting needs, sales quality and standards of service
  • Strong interpersonal communication skills, especially in motivation, coaching and team leadership
  • A strong sense of ownership, responsibility and accountability
  • Poner las competencies que require el nivel para esta posición que debe ser diferenciada del Branco Manager
  • The role holder forms an integral part of the wider HSBC management team. As part of this wider team the role holder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial.

    Role Context (The environment and operating conditions of the roleincluding the extent of guidance and authority)

    The Senior Branch Manager will typically be responsible for one large or a cluster of two or more branches according to market size and complexity.

    A Branch Manager in a larger branch will typically lead a management team who in turn performance manage branch staff. The management team may comprise of one or more Assistant Branch Managers, Wealth Sales Managers or equivalent level roles agreed within the local operating model.

    As a Senior Branch Manager there is an inherent expectation of high performance consistent with the significant impact on overall business performance contributed by a large or cluster of branches.

    The role belongs to the face-to-face distribution operating model which defines globally consistent structures, standards and operating procedures for RBWM.

    The role embraces both Retail Banking and Wealth Management customer segments and is supported by the Head of Wealth sales and wealth specialists.

    The branch has minimal on-site administration and makes full use of all available straight through processing, centres of excellence and direct channels.

    Management of Risk (Operational Risk / FIM requirements)

    The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation.

    This will be achieved by consistently displaying the Group Values : Dependable, Open, Connected.

    The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.

    Risks should be identified and action taken to address them, including notification, escalation and management of consequences for those responsible as appropriate.

    This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring and by addressing any areas of concern in conjunction with line management and / or the appropriate department.

    Observation of Internal Controls (Compliance Policy / FIM requirements)

    The jobholder will be able to demonstrate adherence to internal controls. This will be achieved by adherence to all relevant procedures, keeping appropriate records and where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.

    The jobholder will implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer.

    The term compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply.

    This will be achieved by adhering to all relevant processes / procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity.

    Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators.

    RoleDimensions (e.g. balance sheet size, lending / expenditure limits, size / volume of transactions, budget)

    Footfall metrics to be taken from RBWM metrics

    Branch Contribution / income / costs metrics to be taken from RBWM metrics

    Volumes Acquisition etc metrics to be taken from RBWM metrics

    Resources (FTE) employed metrics to be taken from RBWM metrics (podemos poner el número promedio de FTE que tiene una sucursal de este tipo)

    Headcount reporting tothis role

    Direct : Indirect :

    Indirect : Total :

    Total :

    Knowledge & Experience / Qualifications ( For the role not the roleholder. Minimum requirements of the role.)

    Knowledge / Experience

    Proven ability in team leadership and management

    Proven ability in Retail distribution

    Proven ability in relationship management in the Retail sector

    Demonstrate behaviours consistent with HSBC Values

    Proven adherence to controls and compliance with no significant breaches

    Poner la certificación que debe tener una Senior para satisfacer las necesidades.

    Skills

    Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating

    Coaching sales techniques, best practice and sales management on a team and one to one basis

    Problem solving skills

    Diferenciar el nivel de habilidades de un Senior a un Jr

    Qualifications

    Attain appropriate professional and regulatory qualifications as required by market

    Attain any internal standards as required by market

    En HSBC estamos comprometidos a construir una cultura donde todos los empleados y clientes sean valorados independientemente de su sexo, edad, orientación sexual, etnia, discapacidad, creencia religiosa, antecedentes o cualquier otro aspecto personal diferente.

    Los empleados de HSBC actuamos mostrando integridad con valor, manteniéndonos firmes en lo que es correcto. Somos confiables, nos mostramos abiertos a diferentes ideas y culturas y estamos conectados con los clientes, la comunidad, los reguladores y entre nosotros.

    Campo de trabajo

    VentasTipo de vacante : Vacante regional

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