Financial Services Specialist

Brand:  HSBC
Area of Interest: 
Location: 

Quezon, National Capital Region (NCR), PH, 1101

Work style:  Hybrid Worker
Date:  31 Mar 2026

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

 

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

 

We are currently seeking an experienced professional to join our team in the role of Financial Services Specialist.

Role Context

  • Authorise payment transactions in a timely, accurate and efficient manner.
  • Acquire and update knowledge on procedures related to relevant processes.
  • Process work as requested by customer. Process customer (internal/external) instructions accurately to achieve agreed quality standards. Maintain a good telephone communication with internal/external customer during the work.
  • Ensure that work is completed in accordance with established procedures and standards.
  • Work well independently; complete assigned tasks in the established timeframe, complete regular assignments without reminders or additional requests.
  • Work productively and professionally. Demonstrates ways to improve customer service, increase productivity.
  • Participates in team meetings, activities, promotes team spirit.
  • Contributes to the creation of a supportive work environment driven by people centric values.
  • Build professional relationships with colleagues in other areas.
  • Exhibits ownership of the business.

 

Principal responsibilities:

 

  • Check / approve / reject transactions according to the agreed approval / lending limit and / or handle customer request / queries according to procedures.
  • Acquire the updated procedures, work processes and product knowledge and apply them to daily work independently.
  • Complete quality check work in accordance with established procedures and standards within the required productivity and quality level.
  • Identify and escalate common or non-common fraud / errors / irregular transactions, may together with recommendations for follow-up beyond his/her authority.
  • Complete transactions in accordance with SLA’s to ensure maximum customer satisfaction
  • Ensure transaction accuracy to avoid any customer impact
  • Collaborate with off-shore colleagues to maintain alignment of operational practices and processes
  • Resolve junior staff's queries / referred issues and provide advice on cases handling. 
  • Handle escalations from junior staff and report to seniors / AMO with recommendations.
  • Share knowledge and experience with team members.
  • Support AMO on resource arrangement and proactively raise suggestions to improve process productivity / quality / risk management
  • Build up positive relationship with peers, participate in team meetings / activities, and promote team spirit.
  • Contribute to the process productivity / quality / risk management improvement by actively participating in team's initiatives / changes / activities as well as raising staff suggestions.
  • Maintain HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators, accompanied by the appropriate internal control standards relevant to the role.

 

 

Requirements:

 

Knowledge

A senior high school certificate holder, diploma holder in any discipline.

Must be amenable to work on shifting schedules.

             

Experience

 

Work experience not essential. Experience not a bar provided aspirations commensurate with the position.

 

Skills

  • Ability to learn quickly
  • Ability to speak and understand written English / Cantonese fluently.
  • Ability to understand and interpret numeric data
  • High attention to details
  • Basic computer knowledge
  • Ability to maintain focus while working with voluminous data
  • Ability to multi task
  • Ability to build rapport with people

 

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

 

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

 

You’ll achieve more when you join HSBC.

 

HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”

 

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