Case Manager - Isle of Man
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As an HSBC employee Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.
We are currently seeking an experienced individual to join this team in the role of Case Manager.
The role of the Case Manager is to manage new to bank Premier customers who have requested account facilities in Expat. They are required to provide exceptional customer service to customers and group entities across multiple products and propositions. This role has progressed into a specialist role within the contact centre where strong relationships are built with the customer, Relationship Managers and global case management teams. Duties include establishing the customer’s needs, undertaking appropriate Customer due diligence checks and obtaining the required Know Your Customer information and documents.
In this role, you will:
- Case Manage International Group customers or prospective new to Bank customers wanting to open an account with HSBC Expat.
- Produce high quality Know Your Customer (KYC) reviews to provide approval for account opening.
- Deliver exceptional service instilling customer confidence, effectively liaising with Relationship Manager (RM), Global case managers, Financial Crime teams and customer to ensure the journey is efficient and seamless.
- Own and resolve issues by case managing end to end, providing excellent customer service with an understanding of the regulatory frameworks and compliance requirements.
- Plan and prioritise your own time effectively, be aware of your responsibilities and committed to delivering these efficiently.
To be successful in this role you should meet the following requirements:
- Both spoken and written communication skills with experience of sharing information effectively, in a clear, concise and professional manner
- To be flexible, customer centric and have the ability to thrive in a team environment seeking feedback and open to development.
- The ability to work in a high-volume, fast paced environment.
- A track record of successfully engaging customers to understand their needs and identify sales/service opportunities
- Experience working in a similar /relevant environment/s
For further details and application information please click “Apply”
You’ll achieve more when you join HSBC.
‘HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: [email protected]
Telephone: +44 2078328500.
Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.”