Description
As a Client Experience Associate, you will help new and current Wealth Center customers feel comfortable while making significant financial decisions for their future. You will also ensure the operational soundness of the branch.
Your daily responsibilities will include servicing clients, accounting, and compliance-related activities. Previous banking experience, including operations and customer service experience, is required.
Key responsibilities:
- Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions
- Promote the use of alternative delivery channels
- Ensure service excellence and timely resolution of service and operational issues within the branch
- Comply with all applicable regulations and policies
- Support retail operational, service, accounting, and compliance-related activities within the Wealth Center
- Manage the completion of branch transactional activities
To succeed in this role, you will need:
- A Bachelor's degree in business, accounting, or a related field, or equivalent experience
- Experience in customer service and/or operations within retail banking, wealth management, or equivalent
- Proven decision-making, customer service, organizational, analytical, planning, and mathematical skills
- Extensive knowledge of company products and services offered within the branch system, related operational activities, and pertinent regulations
- Ability to support and complete transactional customer requests and resolve client issues
- Notary Public License
As an HSBC employee, you will have access to tailored professional development opportunities, a competitive pay and benefits package, and a robust Wellness Hub, all in a welcoming and inclusive work environment.
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