Senior Universal Banker

HSBC
Pune
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1-2 yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Organization","Collaboration","Customer orientation"]

Serve walk-in customers in the branch front office/teller areas, delivering need-based sales aligned to TCF principles and ensuring high customer satisfaction and operational efficiency. Maintain branch hygiene and promotional display standards, manage complaints and escalations, and migrate customers to alternate delivery channels. Meet KPIs by acquiring customers and promoting credit cards and general insurance, while adhering to operational standards, audit recommendations, and AML/sanctions requirements.

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FursaFursa
HSBC
HSBC
6 hours ago

Senior Universal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Serve walk-in customers in the branch front office/teller areas, delivering need-based sales aligned to TCF principles and ensuring high customer satisfaction and operational efficiency. Maintain branch hygiene and promotional display standards, manage complaints and escalations, and migrate customers to alternate delivery channels. Meet KPIs by acquiring customers and promoting credit cards and general insurance, while adhering to operational standards, audit recommendations, and AML/sanctions requirements.
Location: Pune
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver branch customer interface functions to achieve customer satisfaction and operational efficiency.
  • •Apply TCF principles to shift from transaction processing to need-based sales.
  • •Maintain branch hygiene standards for the banking hall and ATMs and ensure promotional materials display correctly.
  • •Manage customer complaints and escalations to ensure positive customer experience.
  • •Achieve KPIs by acquiring new customers and promoting credit cards and general insurance products.

Key Requirements

  • •Graduate degree.
  • •1–2 years of experience.
  • •Holistic understanding of branch operations and processes.
  • •Sound knowledge of banking products, systems, and processes.
  • •Awareness of AML risk and adherence to regulatory guidelines and internal AML & Sanctions Policy.
Experience:1-2 years
Education:Bachelor's
Skills:CommunicationInterpersonal skillsOrganizationCollaborationCustomer orientation
Certifications:FEDAINISM (Demat)IRDA
Tech Stack:AI-enabled tools

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