Universal Banker

HSBC Global Services Limited
Carlisle, England, United Kingdom
Full Time
On Site
Junior
0+
Finance & Accounting Financial Services Insurance

Posted 1 week ago

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Excellent 4.7

Job summary

Customer-facing Universal Banker role based in Carlisle, focusing on providing banking services, cross-selling products, and developing customer relationships while ensuring regulatory compliance and promoting digital banking options.

Responsibilities

The Universal Banker is responsible for welcoming customers, identifying their financial needs, and recommending suitable HSBC products and services. They also focus on acquiring new customers, deepening existing relationships, and providing support across various banking channels.

Qualifications

communication skills cross-selling customer service digital banking fraud prevention referrals regulatory compliance relationship building risk management sales

Candidates should have experience in a customer-facing sales and service role with a focus on meeting customer needs. They must demonstrate the ability to apply structured sales processes, manage operational risks, and effectively refer customers to specialist teams.

English

Benefits

  • Inclusive workplace
  • Diverse environment
  • Disability confident employer

Company

HSBC Global Services Limited

HSBC Global Services Limited

Financial Services
Location
Carlisle, England, United Kingdom
Website
hsbc.com

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Excellent 4.7
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