Personal Banking Executive (Business Relationship), Premier - Contact Centre and Remote Channel jobs in United States
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HSBC · 3 months ago

Personal Banking Executive (Business Relationship), Premier - Contact Centre and Remote Channel

HSBC is a leading international bank that provides borderless banking and wealth management services. They are seeking a Personal Banking Executive to proactively engage with customers, understand their needs, and recommend suitable financial solutions while ensuring compliance with regulatory standards.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Proactively perform outbound warm calls to selected customers and handle inbound calls as and when required
Understand customer needs and recommend appropriate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services
Provide comprehensive and professional banking services, ensuring compliance with regulatory requirements and Quality Assurance standards
Support the Bank’s initiatives as and when necessary

Qualification

Customer serviceVerbal communicationCantoneseEnglishMandarinBanking knowledgeInvestment licenseInsurance licenseProblem solvingFlexibility

Required

Higher Diploma or above
Ability to provide excellent customer service over the phone and be a good problem solver
Good verbal communications skills in Cantonese, English and Mandarin
Flexibility to work on a rotating shift covering days, nights, weekends and public holidays with a five-day working week
No banking experience is required as training will be provided

Preferred

Applicants with prior customer service experience, and holding either an investment (HKSI 1,7,8) or insurance license (IIQE 1, 2, 3), will be considered for a Senior Wealth & Personal Banking Executive role

Company

HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.

H1B Sponsorship

HSBC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (65)
2024 (47)
2023 (97)
2022 (81)
2021 (122)
2020 (123)

Funding

Current Stage
Public Company
Total Funding
$12.33B
2025-12-01Post Ipo Debt· $1.45B
2025-09-10Post Ipo Debt· $1.5B
2025-03-03Post Ipo Debt· $6.5B

Leadership Team

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Elie El Asmar
Chief Executive Officer
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Georges Elhedery
chief financial officer
Company data provided by crunchbase