Relationship Support Officer Review

by HSBC

Rating

7.2/10

1. Please give an overview of your role and what this involves on a day-to-day basis:

I support a Relationship Manager who has a portfolio of 30-40 clients who turnover between £6.5 - £300 million a year. I act as their day to day point of contact for transactional queries and help the Relationship Manager in lending applications

8/10

2. Have you learnt any new skills or developed existing skills?

I've learnt how to use a variety of complex IT systems that is used by the bank. I've also had a chance to look at what information is needed in order to get an application through credit approval along with learning about the many different products the bank can provide in order to help and add value to our customers.

7/10

3. To what extent do you enjoy your programme?

I get a monthly visit from my assessor in order to see how I'm progressing. The content of the qualification I am studying the IFS Certificate in BB&C has helped with my understanding of particular terminology and helped deepen my knowledge of products and types of financial statements. Overall I have thoroughly enjoyed it so far.

8/10

4. How valued do you feel by HSBC?

I think I have been welcomed as part of the team and believe my Line manager and Relationship manager that I work for value my contribution to the team.

9/10

5. How well organised/structured is your programme?

To an extent it is well structured. However others that are studying the Certificate in BB&C have a weekly confra call in order to aide revision and study which I believe would've been helpful for me. Although the monthly visits from my assessor have been very good.

5/10

6a. How much support do you receive from your training provider?

They're available whenever I need to contact them via email or telephone.

7/10

6b. How much support do you receive from your employer?

Not as much as I'd hoped as the line manager's are not actively involved or told how I'm progressing. I do hoewever appreciate the hour a week study time they've given me.

6/10

7. How well does your salary/package meet your costs?

More than adequate for someone who still lives at home.

9/10

8. Are there many opportunities outside of work?

I find it difficult after a long days work to study for my apprenticeship so usually stay at work for an extra hour to study. On a social angle we have regular socials which has been enjoyable.

6/10

9. Would you recommend HSBC to a friend?

Yes

9b. Why?

Though it's a very large and complex organisation I've found some great colleagues to work with and thoroughly enjoy coming to work each day.

10. What tips or advice would you give to others applying to HSBC?

Prepare for your interview and understand that you're applying for a full time job.