Universal Banker

HSBC
Nanjing
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Interpersonal skills","Empathy","Decision making","Client-focused communication","Team collaboration"]

Engage customers at branch entry, discover needs, and acquire new-to-bank clients while delivering service excellence. Promote digital/CCSS solutions to reduce teller and PRS service burden, support branch operations, and complete simple retail sales. Protect the bank through vigilance against fraud, knowing your customer practices, adherence to regulations/policies, and minimising operational risk, while ensuring a strong client experience.

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FursaFursa
HSBC
HSBC
1 day ago

Universal Banker

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

Job Summary

Engage customers at branch entry, discover needs, and acquire new-to-bank clients while delivering service excellence. Promote digital/CCSS solutions to reduce teller and PRS service burden, support branch operations, and complete simple retail sales. Protect the bank through vigilance against fraud, knowing your customer practices, adherence to regulations/policies, and minimising operational risk, while ensuring a strong client experience.
Location: Nanjing
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage and discover customer needs on branch entry.
  • •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/knowing your customer, adhering to regulations/policies, and minimising operational risk.

Key Requirements

  • •Strong interpersonal and empathy skills with good decision-making and the ability to deliver.
  • •Minimum two years working in the financial services industry.
  • •Previous experience in Retail/Premier sales preferred.
  • •Understanding of core products and the Premier proposition, including retail and wealth product processes.
  • •Knowledge of relationship management systems (RM Platform) and branch operational procedures, plus Money Laundering Awareness Certificate held.
Experience:2+ yearsFinancial servicesRetail bankingWealth management
Skills:Interpersonal skillsEmpathyDecision makingClient-focused communicationTeam collaboration
Certifications:Money Laundering Awareness Certificate
Tech Stack:RM PlatformCCSS

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