HSBC Global Services Limited
Universal Banker
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Job Profile: Universal Banker (Type 2) RBWM
This job profile provides a broad overview of the Job Universal Banker (Type 2) RBWM and is not intended to exhaustively describe the job.
Job Profile
A branch-based customer-facing role primarily focused on generating revenue by meeting customer needs in personal banking and the Advance customer segment. This role may provide services where required. It provides consistently excellent customer experience and encourages 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 the EDRAS-based sales process to discover customer needs. Provides 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:
- Engaging and Discovering Customer Needs on Branch Entry
- Acquiring New to Bank Customers
- Deepening Relationships with Customers
- Delivering Service Excellence
- Promoting and Delivering Multi-Channel Engagement
- Supporting the Branch
- Protect the Bank - through vigilance against fraud, knowing your customer, adhering to regulations/policies, and minimizing operational risk
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When & Where You'll Work
This is a full-time role that requires you to work 35 hours per week between the hours of Monday to Friday 09:00-17:00 and Saturday 09:00-13:30. (Not all our branches are open on a Saturday). Please note if you are on a student visa that does not allow you to work 35 hours per week, unfortunately, we will not be able to progress your application. There may be times when we may ask you to support other local branches within a reasonable distance to you with any additional costs reimbursed in line with HSBC Expenses Policy.
Your Training
You'll receive full training in-branch to get you up to speed with the specifics of your job role, the systems you will use, as well as the products and services that HSBC offer. Our Customer Service Consultant training course is 9 days in total split over 3 weeks. As our training is important, we require you to attend the whole course; therefore, you will be unable to take holidays during your training period.
What You'll Get!
We offer an attractive starting salary of £28,800 based on 35 hours per week, plus an annual discretionary performance bonus.
You'll also receive:
- Over six weeks' holiday. This includes bank and public holidays with the option to buy more
- Perks at Work Benefit where you will be able to access 30,000+ national and local employee discounts
- A market-leading employer pension contribution
- BUPA Healthcare
- Life Assurance, equivalent to four times your annual salary
- Access to a flexible benefits platform offering upgrades to Health Club Memberships, Retail Voucher Cards, Car Breakdown Cover, and more
- Sharesave schemes – a monthly savings plan linked to an option to buy shares in HSBC at a discounted rate
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Opening Up a World of Opportunity
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 hsbc.recruitment@hsbc.com.
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