Client Experience Associate

HSBC • Buffalo, NY

2d

About The Position

As our Client Experience Associate, you’ll help new and current Wealth Center customers feel comfortable while they’re making significant financial decisions for their future. You will also ensure the operational soundness of the branch. Your daily responsibilities will be servicing clients, accounting and compliance-related activities. To thrive in this job, you need to have any previous banking experience, including operations and customer service experience.
As our Client Experience Associate you will:
Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions
Promote the use of alternative delivery channels
Be the owner of the customer experience within the branch ensuring service excellence and timely resolution of service and operational issues
Ensure all branch activities comply with all applicable regulations, and policies
Be able to perform work you’re proud of since you will be playing a part in helping our customers with their financial needs in the next step in their life’s
Support with retail operational, service, accounting and compliance-related activities within the Wealth Center
Manage the completion of branch transactional activities
Ensure a premium client experience within the Wealth Center channel and work with the Center Manager and the center team to support these efforts
Be required to maintain a Notary Public License

Requirements

• Bachelor’s degree in business, accounting, related field or equivalent experience
• Good experience in customer service and or operational experience within a 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

Responsibilities

• Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions
• Promote the use of alternative delivery channels
• Be the owner of the customer experience within the branch ensuring service excellence and timely resolution of service and operational issues
• Ensure all branch activities comply with all applicable regulations, and policies
• Be able to perform work you’re proud of since you will be playing a part in helping our customers with their financial needs in the next step in their life’s
• Support with retail operational, service, accounting and compliance-related activities within the Wealth Center
• Manage the completion of branch transactional activities
• Ensure a premium client experience within the Wealth Center channel and work with the Center Manager and the center team to support these efforts
• Be required to maintain a Notary Public License

Benefits

• As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow.
• We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment.
• You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.
• You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level