Universal Banker
bury st edmunds, bury saint edmunds, uk
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.
Role
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, adhereing to regulations/policies and minimising operational risk
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 .


