Financial Health Coach

2 months ago

Leeds, Leeds, United Kingdom HSBC Full time
About the Role

We are seeking a highly skilled and empathetic Financial Support Specialist to join our team at HSBC. As a Financial Support Specialist, you will play a critical role in helping our customers regain financial health by providing them with the tools and support they need to take control of their finances.

Key Responsibilities
  • Communicate with customers using effective questioning and listening skills to fully understand their individual and financial circumstances and needs.
  • Provide customer-centric solutions to help customers overcome financial difficulties and achieve financial stability.
  • Work collaboratively with customers to identify and implement effective financial plans and strategies.
  • Utilize multiple systems to explore customer needs and provide bespoke solutions.
  • Treat customers fairly and put them at the heart of all interactions.
Requirements
  • Excellent communication and mediation skills, with the ability to consult with customers to fully understand their financial needs.
  • The ability to solve practical problems, ask probing questions, and collect the right information to provide customer-centric solutions.
  • A high level of self-motivation, resilience, and a positive attitude.
  • The ability to work effectively in a team environment and build lasting relationships with customers.
What We Offer

As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a contributory pension scheme with a generous employer contribution. We offer hybrid working and a comprehensive face-to-face training program to ensure your success in this role.

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