US Contact Center Pemier Sales Specialist

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

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 new kinds of opportunities 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.

This role is primarily accountable for outbound client sales and deposit gathering. The role will also engage in satisfying client reviews and complete product renewals and maintenance as applicable. This sales support function is responsible for the coordination and completion of key sales and operational activities and may also be required to provide regulatory expertise and risk management assistance to avoid client exits. The main responsibility includes outreach to clients without a named Relationship Manager in support of deepening, growing, and maintaining the client’s relationship post onboarding.

As our US Contact Center Premier Specialist, you will:

• Utilize a lead-based approach through HSBC’s Client Relationship Management tool to engage clients
• Most activity will be proactive client outreach but may also include handling appointments booked by clients
• Interact with clients via phone, email, pre-booked appointments, and Zoom calls
• Generate new business referral opportunities for Wealth Centre, Wealth Direct, Mortgage, and Private Bank
• Communicate HSBC Group international capabilities and benefits in servicing cross-border banking needs through clear, professional discussions that adhere to Cross-Border rules
• Increase share of wallet with clients through focused outbound calling, using a lead-based approach to client management
• Identify opportunities using a structured sales process, including appropriate analysis and preparation of presentations and pitches for additional products/services
• Prepare properly for client interactions, including reviewing client profiles and notes ahead of discussions
• Offer value-added products and services based on client needs analysis, and ensure clients understand those products and services

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

• Must be flexible, proactive, client-centric, results-driven, and able to thrive in a fast-paced, high-volume environment
• Ability to listen to and respond to client needs
• Ownership of client interactions and outcomes
• Excellent communication skills, both written and verbal
• Willingness to work flexible shift schedules (08:00 AM–05:00 PM ET)
• Forward-looking mindset and ability to quickly adopt new and evolving technologies
• Resilience, patience, and empathy
• Additional objectives and behavioral expectations will be discussed during training

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 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!

Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. 

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.