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Business Descriptor:

Wealth & 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 productive distribution channels.

Guidance Notes: This job profile provides a broad overview of the Job Universal Banker WPB UB Leader and is not intended to exhaustively describe the job.

Job Introduction Universal Banker Leader

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 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, adhering to regulations/policies and minimizing operational risk

Pro-tip: Familiarity with AI-enabled tools is an advantage.

- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

Education Qualifications / Certifications and Requirements:

Education Qualifications

Graduate / Postgraduate with a minimum of 5-10 years of experience in Banking Industry.

Other Requirements

The applicant should

- Deliver at pace and have a hands-on approach
- Be result oriented and dynamic
- have brilliant Interpersonal and communication skills
- Basic Banking Industry knowledge

- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.

You’ll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

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📌 Universal Banker Leader (India)
🏢 HSBC Global Services
📍 India