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Associate, Mortgage Retention - Retail Banking and Wealth Management

Keywords / Skills : Financial Services, Mortgage, Customer Support

1 - 2 years
Posted: 2019-05-16

Banking/Accounting/Financial Services
Banking, Insurance & Financial Services
Corporate Banking Customer Support
Other BFSI
Posted On
16th May 2019
Job Ref code
Job Description

If you’re looking for further opportunities to develop your career, take the next step in fulfiling your potential right here at HSBC.

Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels. 

We are currently seeking a high caliber professional to join our team as a Associate, Mortgage Retention.

In this role, you will

  • Provide accurate and relevant advice and solution to existing mortgage customers.•Ensure proper verification of customers is performed in adherence to internal and external policies and guidelines before revealing customers’ information.
  • Keep up to date with changes to guidelines, policies and regulations to ensure quality service and compliance.
  • Keep up to date with changes in packages and benefits offered.
  • Timely feedback to Team Head on issues or patterns encountered.
  • Ownership of call to probe and investigate on customer’s enquiry before escalating call.
  • Understand customers’ needs and refer potential customers to sales managers.
  • Perform repricing, restructuring and loan extension requests, handle redemption and other mortgage enquiries etc for existing customers.
To be successful in this role, you should meet the following requirements
  • Minimum O Level qualifications, with experience in a support role.
  • Proactive, energetic and meticulous and able to work independently in a fast-paced environment
  • Good with Microsoft Office.
  • Ability to multi task.
For further details and application information please visit our career site, search under reference number 0000D11N

You’ll achieve more when you join HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited

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