HSBC Bank Careers – Client Experience Associate

Website HSBC

Job Description:

Supports retail operational, service, accounting and compliance-related activities within a Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel and works with Center Manager and the center team to support these efforts.

Job Responsibilities:

  • Managing and having overall responsibility for servicing activities within a larger center and the inherent greater volume and complexity of problems and issues in a center of this size.
  • Ensure the overall appearance of the branch is appropriate and proper stocking and placement of collateral.
  • To implement the Group compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators.
  • Manage and support the customer experience within the Wealth Center ensuring service excellence and timely resolution of service and operational issues.
  • Ensure adherence to established customer interaction standards for every transaction.
  • Complete other responsibilities, as assigned.
  • Support clients and team members through account opening and maintenance to ensure compliance with all bank Know Your Customer/AML and operational standards.
  • Manage the provision of service to branch customers. Identify potential process improvements to ensure achievement of branch performance targets.
  • Complete accounting-related responsibilities for the center including regular cash control activities (ATM processing, current transaction system reconciliations, negotiable instruments) and general ledger account maintenance and reconciliation.
  • Promote an environment that supports diversity and reflects the HSBC brand.
  • Ensure promotion and use of alternative delivery channels for customers
  • Live and represent the brand; exemplify the five brand attributes of being perceptive, progressive, responsive, respectful and fair, both internally and externally.

Job Requirements:

  • Proven decision making, customer service, organizational, analytical, planning and mathematical skills.
  • Sound knowledge of Company products and services offered within the branch system, related operational activities and pertinent regulations.
  • Minimum of two years proven and progressive customer service and or operational experience within a retail banking, wealth management or equivalent
  • Required to maintain a Notary Public License.
  • Bachelors degree in business, accounting, related field or equivalent experience.
  • Ability to support and complete transactional customer requests and resolve client issues.

Job Details:

Company: HSBC

Vacancy Type:  Full Time

Job Location: Fremont, CA, US

Application Deadline: N/A

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