Universal Banker - Digital Services & Customer Growth

HSBC Holdings plc; Cebu City; On-site; PHP 240,000 - 360,000; Full time

Job summary

HSBC Holdings plc in Cebu is seeking a Universal Banker to service customers at the branch, manage over-the-counter transactions, and promote digital channels. The role involves handling basic product sales, assisting customers, and directing complex needs to branch specialists and Premier relationships.

The position emphasizes delivering a consistently excellent customer experience, complying with SLAs, and encouraging customers to use online banking and digital self-service options.

Qualifications

• Understanding of IWPB products and services.
• Knowledgeable on HUB / SFE / CRMS / Evolve and other branch systems.
• Should attend signature verification, counterfeit detection (PHP and FCY).
• Should be aware of foreign exchange and related regulations.
• Knowledge and application of branch processes and guidelines.

Responsibilities

• Achieve personal IWPB performance metrics.
• Meet customer expectations in terms of efficiency, accuracy, timeliness and professionalism.
• Use tools and information to drive service delivery and performance.
• Collaborate with the team to build a strong community profile for the branch.
• Encourage the use of digital channels and self-service by customers.
• Identify customer needs and refer leads to Premier or sales staff.

Skills

IWPB knowledge

Branch systems familiarity

Tools

HUB

SFE

CRMS

Evolve

Job description

HSBC Holdings plc in Cebu is seeking a Universal Banker to service customers at the branch, manage over-the-counter transactions, and promote digital channels. The role involves handling basic product sales, assisting customers, and directing complex needs to branch specialists and Premier relationships.

The position emphasizes delivering a consistently excellent customer experience, complying with SLAs, and encouraging customers to use online banking and digital self-service options.