Universal Banker

HSBC
Nanjing
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Interpersonal","Empathy","Decision-making","Ability to deliver","Teamwork","Collaboration","Client experience focus"]

Engage customers at branch entry, discover needs, and acquire new-to-bank customers while delivering service excellence. Promote digital/CCSS solutions to reduce teller/PRS service burden, support branch operations, and complete simple retail sales. Protect the bank by staying vigilant against fraud, adhering to Know Your Customer requirements and relevant regulations/policies, and minimizing operational risk.

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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: 19 hours agoStatus: Live

Job Summary

Engage customers at branch entry, discover needs, and acquire new-to-bank customers while delivering service excellence. Promote digital/CCSS solutions to reduce teller/PRS service burden, support branch operations, and complete simple retail sales. Protect the bank by staying vigilant against fraud, adhering to Know Your Customer requirements and relevant regulations/policies, and minimizing operational risk.
Location: Nanjing
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage and discover customer needs when they enter the branch.
  • •Acquire new-to-bank customers and deliver service excellence.
  • •Promote digital/CCSS solutions to reduce teller/PRS service burden.
  • •Support the branch and complete simple retail sales.
  • •Protect the bank by preventing fraud, following KYC and regulations/policies, and minimizing operational risk.

Key Requirements

  • •Strong interpersonal and empathy skills, with solid decision making and ability to deliver.
  • •Minimum of two years working in the financial services industry.
  • •Previous experience in Retail/Premier sales preferred.
  • •Understanding of core products, Premier proposition, and familiarity with retail and wealth product processes.
  • •Money Laundering Awareness Certificate held; knowledge of relevant regulatory governance and local/Group compliance regulations.
Experience:2+ yearsFinancial servicesRetailPremier bankingWealth management
Skills:InterpersonalEmpathyDecision-makingAbility to deliverTeamworkCollaborationClient experience focus
Certifications:Money Laundering Awareness Certificate
Tech Stack:RM PlatformDigitalCCSSTellerPRS

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