HSBC Group

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:

• Monitor a Department mailbox daily for email from Deposits Product team with requests for relationship exits 
  
• 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.

You´ll likely have the following qualifications to succeed in this role:

• Proven knowledge in Data Entry, Proofing, and Reconciliation processes
  
• Experience with Microsoft Office (Basic Excel and Database)
  
• Knowledge of HSBC deposit products and services
  
• Understanding restrictions on accounts that may prevent closing; ie, Holds or Special Instructions
  
• Remediating address errors
  
• Special attention to accounts with Titles such as Estate or Trust and accounts with multiple account owners
  
• Proven experience in understanding bank balances for official check requests and preparing offsetting entries for balancing (debits and credits); mathematical skills are imperative
  
• Experience working in HUB and SFE (desirable)
  
• Experience utilizing iCats tool (desirable)

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

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, diverse 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. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.