Universal Banker

HSBC
United Kingdom
Workplace: OnsiteFull timeGBP 27,200+ annuallyFunction: Banking, Lending & CreditSkills: ["Customer focus","Revenue growth mindset","Vigilance","Adherence to policy","Multi-channel engagement"]

Serve as a branch-based, customer-facing Universal Banker focused on generating revenue by discovering customer needs, acquiring new-to-bank customers, and deepening relationships. Use HSBC’s EDRAS-based sales process to deliver product sales (excluding material risk products where applicable), provide referrals to Wealth Sales and Branch Specialists, and ensure consistently excellent customer experience. Support multi-channel engagement, assist the branch, and protect the bank through fraud vigilance, customer due diligence, and adherence to regulations and policies.

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FursaFursa
HSBC
HSBC
3 days ago

Universal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as a branch-based, customer-facing Universal Banker focused on generating revenue by discovering customer needs, acquiring new-to-bank customers, and deepening relationships. Use HSBC’s EDRAS-based sales process to deliver product sales (excluding material risk products where applicable), provide referrals to Wealth Sales and Branch Specialists, and ensure consistently excellent customer experience. Support multi-channel engagement, assist the branch, and protect the bank through fraud vigilance, customer due diligence, and adherence to regulations and policies.
Location: United Kingdom
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Engage and discover customer needs on branch entry.
  • •Acquire new-to-bank customers and deepen customer relationships.
  • •Undertake product sales using the EDRAS based sales process and refer to Wealth Sales/Branch Specialists as needed.
  • •Deliver service excellence and promote multi-channel customer engagement.
  • •Support the branch and protect the bank through fraud vigilance and regulatory/policy adherence.

Pay and Benefits

Salary: GBP 27,200 annually
Equity and Bonus:Equity
Perks:Paid LeaveHealth InsurancePensionLife InsuranceEquity

Key Requirements

  • •Engage customers on branch entry to discover needs and deliver consistently excellent customer experience.
  • •Acquire new-to-bank customers and deepen relationships through effective product sales.
  • •Use the EDRAS based sales process to identify customer needs and support sales outcomes.
  • •Provide referrals to Wealth Sales and Branch Specialists based on customer needs.
  • •Protect the bank through fraud vigilance, knowing your customer, and adherence to regulations and policies.
Skills:Customer focusRevenue growth mindsetVigilanceAdherence to policyMulti-channel engagement
Tech Stack:EDRAS

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn