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 Private Bank Lending Support Specialist will provide an exceptional level of Customer Service and accuracy in execution, in a fast-paced high energy environment to HSBC’s most prestigious High Net Worth and Ultra High Net worth clients. Fostering strong relationships is key as the specialist works to identify client needs and opportunities with HSBC.
As our, Private Bank Lending Support Specialist you will always place the client first to ensure you not only meet but exceed our client’s needs and expectations. Responsibilities include handling and servicing Lending related requests as well as supporting the Team thru a maker checker process for most activities. Private Bank Client Relationships are made up of both individual and entity lending accounts/products including but not limited to:
- Fulfillment of Lending Requests (Drawdowns, Advances, Changes, Payments)
- Workflow Management
- Reporting
- Billing Inquiries
- Internal/External Audit Support
- Control Monitoring
- Stakeholder Management & Collaboration
- Proactive Feedback and knowledge sharing
- Loan reconciliations
- Letter management
- Procedure update and creation
- Cross training on other Fulfillment Team Responsibilities
- Fraud management and risk mitigation
- Relationship Management Support including attending client meetings when applicable, with minimal direct client contact.
For this role, HSBC targets a pay range between $60,400.00 and $90,600.00
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:
Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for this position.
- Minimum of two years proven and progressive service and related financial services industry experience or equivalent
- Strong written, research, communication, organizational, analytical, customer service, relationship building, and problem-solving skills
- Strong Time management skills and dependability are a must
- Ability to work as a Team and as an individual
- Bachelor’s degree in business, related field, or equivalent experience
- Sound knowledge of HSBC products, markets, and traditional and non-traditional service providers as well as a deep understanding of regulations affecting area of responsibility
- Ability to manage multiple and changing priorities with tact, diplomacy, and confidentiality.
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.