Universal Banker

HSBC Holdings plc; Bury St Edmunds; On-site; GBP 22,000 - 28,000; Full time

Job summary

HSBC Holdings plc in the United Kingdom is seeking a branch-based customer advisor in a retail banking role. You will engage with customers, discover needs, and promote multi-channel banking solutions within a supportive branch environment.

The role emphasizes delivering excellent service, compliance, and helping customers navigate HSBC’s products and channels while advancing customer relationships and revenue growth.

Qualifications

Responsibilities

• Engaging and discovering customer needs on branch entry
• Acquiring new to bank customers
• Deepening relationships with customers
• Promoting and delivering multi-channel engagement
• Supporting the branch
• Protect the bank — through vigilance against fraud, knowing your customer, adhering to regulations/policies and minimising operational risk

Job description

Area of Interest: Branch and Retail Banking

Role Workstyle: Office Worker

A branch based customer facing role primarily focused on generating revenue by meeting customer needs to personal banking and Advance customer segment, may provide service where required. Providing consistently excellent customer experience and encouraging customers to use additional channels where appropriate to ensure delivery of the proposition.

Undertakes all product sales except material risk products (where regulation permits) using EDRAS based sales process to discover customer needs. Providing referrals to both Wealth Sales and Branch Specialists based on customer needs.

Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes:

1. Engaging and Discovering Customer Needs on Branch Entry

2. Acquiring New to Bank Customers

3. Deepening Relationships with Customers

5. Promoting and Delivering Multi-Channel Engagement

6. Supporting the Branch

7. Protect the Bank - through vigilance against fraud, knowing your customer, adhereing to regulations/policies and minimising operational risk

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail] .