Universal Banker (BM, BM, HM 11)

HSBC
Bermuda
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: associatesSkills: ["Interpersonal skills","Customer service","Critical thinking","Organizational skills","Time management"]

Serve as a branch-based, customer-facing Universal Banker, welcoming customers, providing expert guidance on digital channels, and resolving simple servicing queries. Support new-to-bank customer acquisition and deliver service excellence through multi-channel engagement. Perform lower-risk product sales (including account opening) and use EDRAS to identify complex needs for referral. Protect the bank through fraud vigilance, adherence to regulations, and minimizing operational risk.

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FursaFursa
HSBC
HSBC
3 days ago

Universal Banker (BM, BM, HM 11)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Serve as a branch-based, customer-facing Universal Banker, welcoming customers, providing expert guidance on digital channels, and resolving simple servicing queries. Support new-to-bank customer acquisition and deliver service excellence through multi-channel engagement. Perform lower-risk product sales (including account opening) and use EDRAS to identify complex needs for referral. Protect the bank through fraud vigilance, adherence to regulations, and minimizing operational risk.
Location: Bermuda
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage and discover customer needs on branch entry, including meet-and-greet and digital channel advice.
  • •Acquire new-to-bank customers and deliver service excellence through consistently excellent customer experience.
  • •Promote and deliver multi-channel engagement, assisting customers to use digital/self service where appropriate.
  • •Support the branch with administrative service and account maintenance functions as requested.
  • •Protect the bank through vigilance against fraud, adherence to regulations/policies, and minimizing operational risk and errors.

Key Requirements

  • •Serve customers at branch entry by meeting and greeting and providing expert advice on digital channels.
  • •Handle servicing queries, champion great customer experience, and resolve complaints at first point of contact.
  • •Perform lower-risk product sales (up to account opening) and use EDRAS to discover complex needs for referral to sales staff or specialists.
  • •Recommend and refer a range of needs-based products and services (e.g., account opening, consumer lending, savings, insurance, investments).
  • •Meet minimal WPB accreditation requirements and support performance targets (KPIs and client meetings), while adhering to fraud, KYC, and risk/compliance policies.
Experience:Banking
Education:Associate's
Skills:Interpersonal skillsCustomer serviceCritical thinkingOrganizational skillsTime management
Tech Stack:Microsoft OfficeWordExcelOutlookPowerPointDigital/self service channelsEDRASCredit cardDebit cardCore Banking systems

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