Customer Service Officer (HP) - Wealth and Personal Banking

Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation. We are currently seeking a high calibre professional to join our team as a Customer Service Officer (HP).

Principal Responsibilities

• Provide quality customer service through accurate and efficient counter transactions at branch.
• Meet the financial services needs of customers by identifying opportunities and referring them to appropriate bank colleagues.
• Promote digital banking services and products and encourage customers to migrate to digital.
• Ensure smooth branch operations and achieve satisfactory audit rating by meeting all control and service requirements.
• Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with HSBC or regulatory standards and policies.
• Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.

職責

• 確保分行櫃位交易準確無誤。
• 把握機會將客戶轉介給相關銀行業務的同事，滿足客戶不同的金融服務需要。
• 推廣並鼓勵客戶使用網上理財服務及產品。
• 遵守所有監控和服務規定，確保分行運作順暢並達到令人滿意的審核評級。
• 遵循滙豐或監管機構的標準與政策，確保符合反洗錢與反資助恐怖主義活動規程。
• 香港/九龍/新界多個分行地點可選。