Universal Banker

Customer Service & Sales Representative (Branch-Based)

Brand: HSBC – Universal Banker

Job ID: 43189

Type: Full-Time

Apply By: 07 June 2026

The Opportunity

Join HSBC, one of the world’s largest financial organizations, and take your career further. We are looking for motivated individuals to join our branch network, helping businesses thrive and individuals realize their ambitions. At HSBC, we provide the support and rewards needed to help you stand out and progress into senior roles.

Job Overview

This is a high-impact, customer-facing role based within our branch. Your primary focus will be to deliver an exceptional customer experience, identifying financial needs and generating revenue through proactive engagement. You will guide customers toward the most effective banking channels while ensuring their immediate service requirements are met.

Key Responsibilities

• Customer Engagement: Greet customers upon entry, conducting effective “discovery” conversations to understand their financial goals.

• Relationship Building: Acquire new-to-bank customers and deepen existing relationships through personalized service.

• Sales & Referrals: Complete product sales using the EDRAS process and provide high-quality referrals to Wealth Sales and Branch Specialists.

• Digital Promotion: Encourage and support customers in using HSBC’s multi-channel digital services.

• Operational Integrity: Protect the bank and our customers by remaining vigilant against fraud, completing KYC (Know Your Customer) requirements, and adhering to all regulatory policies.

Requirements

• Experience: Previous experience in banking or financial services is preferred.

• Skills: Strong interpersonal and communication skills are essential for building rapport.

• Mindset: A results-oriented, proactive, and dynamic approach to customer service and sales.

Why HSBC?

We are committed to a diverse and inclusive workplace. As a Disability Confident Leader, we offer interviews to candidates with disabilities or neurodivergence who meet the minimum role criteria.

• Inclusive Culture: We value differences across gender, ethnicity, age, and background.

• Support: If you require adjustments during the recruitment process, please contact hsbc.recruitment@hsbc.com.

Ready to Apply?

Submit your application by 07 June 2026 to open a world of opportunity with HSBC.

SUMMARY

• Company Name  – HSBC
• Company website – HSBC
  Company Location – Bristol, United Kingdom 

  For more jobs – Click Here