Universal Banker

HSBC
United Kingdom
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Service excellence","Relationship building","Sales","Risk awareness"]

Serve customers in a branch by understanding their needs for personal and Advance segments, delivering consistently excellent customer experience, and encouraging use of appropriate channels. Use the EDRAS-based sales process to sell eligible banking products and make referrals to Wealth Sales and branch specialists based on customer needs. Drive outcomes including acquiring new-to-bank customers, deepening relationships, promoting multi-channel engagement, supporting branch activities, and helping protect the bank through fraud vigilance and adherence to policies and regulations.

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HSBC
HSBC
1 month ago

Universal Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Closed

Job Summary

Serve customers in a branch by understanding their needs for personal and Advance segments, delivering consistently excellent customer experience, and encouraging use of appropriate channels. Use the EDRAS-based sales process to sell eligible banking products and make referrals to Wealth Sales and branch specialists based on customer needs. Drive outcomes including acquiring new-to-bank customers, deepening relationships, promoting multi-channel engagement, supporting branch activities, and helping protect the bank through fraud vigilance and adherence to policies and regulations.
Location: United Kingdom
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Engage and discover customer needs when customers enter the branch.
  • •Sell eligible banking products using the EDRAS-based sales process and provide referrals to Wealth Sales and branch specialists based on customer needs.
  • •Acquire new-to-bank customers and deepen customer relationships to deliver on branch goals.
  • •Deliver service excellence and promote multi-channel engagement to support the customer proposition.
  • •Protect the bank by demonstrating vigilance against fraud, knowing your customer, and adhering to regulations/policies to minimise operational risk.

Key Requirements

Skills:Customer focusService excellenceRelationship buildingSalesRisk awareness
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