Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
The role holder will track business driven relationship exits, notify customers of the exit, close deposit products or services with medium complexity, and administer product/service processing.
As our Account Services Specialist you will:
Enter exiting accounts into Microsoft Access Database, next business day, upon receipt of exit file from Deposits Product team
Reconcile data entry with exit file for accuracy. Update Database status as the exit journey continues
Prepare customer notification using approved templates, Verify Name/Address/Account Number/Close Date on communications with system/file data for accuracy
Mail communications and upload to KYC Tool. Update SFE Memo screen with status. Update CD Maturity instructions, if applicable. Process Fee waivers and suspend future fees, as applicable
Defund Global Wallets accounts, if applicable, and transfer to Premier Checking account
Close or downgrade deposit accounts no earlier than 30 days and not greater than 60 days from customer notification date
Communicate progress to the Deposits Product team upon receipt of file and entry to database, letter generation completion, and completion of exits on closing date, including accounts which cannot be closed due to special circumstances, for remediation
Request and mail Official Check for deposit balance and upload check to KYC tool, if applicable, and track and report any returned checks
Cross train on additional processes within Account Services for support/backup
For this role, HSBC targets a pay range between $43,000.00 and $64,400.00
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.