Universal Banker Leader
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Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.
Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking an experienced professional to join the IWPB team.
Job Introduction
A branch based customer facing role focused on servicing to primarily meet and greet customers upon branch entry and provide expert advice on digital channels, respond to any simple servicing queries and direct to appropriate channels.
Undertake lower risk product sales (up to and including account opening) and use EDRAS sales process to discover more complex customer needs for referral to sales staff and/or branch specialists. Deliver customer service proposition by providing a consistently excellent customer experience and engaging assisting customers to use Digital/self service channels where appropriate.
Principal Responsibilities
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. Engage and Discover Customer Needs on Branch Entry
2. Acquire New to Bank Customers
3. Deliver Service Excellence
4. Promote and deliver Multi-Channel Engagement
5. Support the Branch
6. Protect the Bank - through vigilance against fraud, Knowing your customer, adhereing to regulations/policies and minimising operational risk
Education Qualifications / Certifications and Requirements :
Internal Qualifications/Requirements
· Post Graduate in any stream
· Graduate in any stream
Should have completed 12 months in the current role
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
You’ll achieve more at HSBC.
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Issued by The Hongkong and Shanghai Banking Corporation Limited, India