Degree Apprenticeship - Retail Banking - Leeds - HSBC

Summary

Retail Banking at HSBC helps millions of customers manage their everyday finances while planning for longer-term goals. You’ll gain exposure to teams that shape customer journeys, products and operations. Your placements could include branches, contact centres and head office teams. The programme starts in November 2027. 

Wage

Competitive

Competitive wage offered

Training course

Financial services professional (level 6)

Hours

Current hybrid expectations is a minimum of 60% (3 days per week) of your working week based out of your base-placement location.

35 hours a week

Start date

Monday 12 April 2027

Duration

4 years

Positions available

8

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

• You’ll work with teams across Retail Banking to improve customer journeys, strengthen digital banking and help make everyday banking simpler.
• You could support Products and Propositions teams, help review customer feedback and complaints, analyse trends in data, and turn complex information into clear recommendations.
• You’ll work with colleagues across customer, product and delivery teams to understand what needs to change and help shape practical solutions.
• You may also contribute to presentations for senior leaders and support projects linked to service, growth and customer experience.

Where you'll work

40 Wakefield Road, Leeds
LS98 1FD

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

UNIVERSITY OF EXETER

Training course

Financial services professional (level 6)

What you'll learn

Course contents

• Builds ethically sound and trusted relationships with internal and/or external clients/customers to form the basis of a long-term partnership. Works with client/customers to identify their relevant financial services requirements. Provides flexible and innovative solutions, integrating products and excellent service as appropriate to their role, in order to support client/customers and meet their best interests
• Carries out all required activities, using agreed systems and processes, to ensure that the relevant policies of the organisation for their area of specialisation are met. Takes the initiative to meet challenging individual and team performance measures in line with organisation policy, Values, standards and sector relevant regulatory requirements. Can identify and communicate risks to the relevant management or compliance personnel within the organisation, understanding and following the appropriate company process to address. Delivers projects as required.
• Contributes to the development of strategic and operational plans for their area. Manages and reports on progress of specific elements of this in their area of responsibility. Proactively plans and organises their work and time, clearly identifying priorities to meet commitments / KPIs/ deadlines.
• Evaluates information quickly and draws accurate conclusions. Assesses a problem from multiple angles to ensure all relevant issues are considered. Gathers the appropriate facts and evidence in order to make decisions effectively, using a structured approach. Responds appropriately to unexpected events.
• Deals effectively with Client/customers/colleagues at every level of the organisation required by the role. Using strong interpersonal skills and communicating well through a range of media, using language that is meaningful to the recipient e.g. written reports, presentations, phone, face to face, email. Communicates complex information clearly. Listens actively to understand needs and adapts their style to the recipient. Engages and networks proactively with Client/customers and colleagues, including senior management, as required, to deliver business outcomes.
• Builds/maintains strong positive working relationships with Clients/colleagues/suppliers as appropriate. Consistently supports colleagues and collaborates to achieve results. Aware of their role within team, how their team fits within the business, and how the team’s decisions impact on others. Takes a leadership role in the team when appropriate.
• Identifies opportunities to drive higher performance and improve service/processes delivered, including sharing, and looking outside of their team for best practice. Leads and/or contributes to development of specific changes through to implementation – this may include projects wider than their role.
• Keeps up to date with sector relevant legal/regulatory changes, and alerts others to the implications where necessary. Seeks feedback and acts on it to improve their performance. Builds their capability through ownership of their own development. Acts as a role model, and supports others in their development as appropriate.
• Effectively manages or influences team(s) to deliver excellent customer service. This will include team coaching, performance management and resourcing.
• Can effectively develop and implement business development and customer contact strategies.
• Effectively manages resources, staffing and cost/income within their area of responsibility.
• Effectively applies financial analysis techniques relevant to the area of the bank e.g. provide guidance on credit appetite, develop practical and appropriate credit solutions/lending structures; maximise portfolio return
• Supports client account planning and growth activities
• Able to undertake data/financial analysis, planning and use modeling tools that are required for the role.
• Effectively undertakes complex financial modelling and research and analysis using appropriate tools
• Able to use trading and risk management tools, under supervision.
• Can deliver technical advice to clients/customer and implement product solutions.
• Strong analytic skills, including excellent data analysis, research and reporting
• Able to deliver complex financial/asset modelling and valuation/pricing techniques using appropriate tools to form solutions and recommendations, as relevant to the role.
• Effectively generates qualitative and quantitative insights
• Effectively supports development, and on-going management of client/customer solutions, investment strategies and portfolios.
• Effectively manages or influences small teams to deliver excellent customer service in a financial service regulated environment. This will include team coaching, performance management, resourcing and budgetary planning
• Demonstrates effective project management skills, and execution of control framework within the sphere of influence of their team.
• Performs / reviews complex workplace pensions tasks such as scheme analysis and pensions calculations for clients/customers as appropriate
• Identifies opportunities for new business, which may include promoting services, preparing documents, taking part in presentations, as appropriate.

Training schedule

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

More training information

You’ll build your knowledge of retail banking through structured training, mentoring and four placements linked to HSBC UK’s strategic priorities. Alongside your BSc (Hons) in Applied Retail and Commercial Banking with the University of Exeter, you’ll learn how customer journeys work across channels, products and propositions, and how data, risk and leadership shape better outcomes.

As the programme progresses, you’ll deepen your understanding of customer support, people leadership, risk management and product or project management. You’ll also strengthen your ability to turn insight into action in a fast-moving, customer-focused environment. By the end, you’ll have a rounded view of the retail bank and the skills to build a long-term career in it.

Requirements

Essential qualifications

GCSE in:

5 subjects including Maths and English (grade 4/C or higher)

A Level in:

any 3 subjects (grade BCC or higher)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Presentation skills
• Number skills
• Analytical skills
• Logical
• Team working

Other requirements

• Be available to work full-time from November 2027 for 50 months
• Be fluent in English
• Have been a resident in the UK for the last 3 consecutive years before the start of the Apprenticeship, and have a continued Right to Work in the UK for the full duration of the programme