Customer Service Executive - HSBC Bank


 

Company Overview

HSBC has been operating in Sri Lanka since 1892, making it one of the oldest international banks in the country. It offers retail, corporate, and investment banking services, including credit cards, loans, trade finance, and digital banking. With a strong presence in Colombo and key business hubs, HSBC supports individuals and businesses with global banking solutions. The bank is known for its premier banking services and innovative digital banking solutions. HSBC Sri Lanka continues to play a key role in facilitating international trade and financial growth in the country.


Reviews of the Company

Up to 09 Feb. 2025, with a 30% recommendation rate on Facebook, HSBC Sri Lanka received mixed reviews. Customers praise its global banking services, but some report delays in customer support and account management issues. Despite concerns, it remains a top choice for international transactions and corporate banking.


Position Insights Industrial standards not mentioned in the Job 

A Customer Service Executive handles customer inquiries, resolves complaints, and ensures a seamless banking experience. This role requires strong communication skills, problem-solving abilities, and a customer-focused mindset. Key tasks include assisting with account management, transactions, and service requests while coordinating with internal teams to resolve issues efficiently. With experience, career growth opportunities include Senior Executive, Team Leader, or Relationship Manager positions.


 Benefits of This Job - only industrial standards

A Customer Service Executive typically enjoys the following benefits:

      • Competitive Salary – Based on experience and industry standards
      • Health & Insurance Benefits – Medical, dental, and sometimes life insurance
      • Career Growth Opportunities – Promotions to Senior Executive, Team Leader, or Manager roles
      • Training & Skill Development – Customer service, communication, and banking knowledge
      • Paid Leave & Work-Life Balance – Annual, sick, and sometimes parental leave
      • Banking Perks – Employee discounts on loans, credit cards, or financial products
      • Performance-Based Incentives – Bonuses or rewards for meeting targets


HSBC Sri Lanka Job Openings: Job Description

Role Summary

This position involves KYC compliance jobs in Sri Lanka, AML banking jobs in Colombo, and regulatory adherence. Key responsibilities include reviewing customer documentation, ensuring data accuracy, escalating unresolved issues, and maintaining performance standards. The role requires close collaboration with business partners and senior teams to enhance efficiency and compliance.

Key Responsibilities:

      • Verify and update customer tax status per regulatory requirements
      • Validate and maintain accurate records across banking systems
      • Prioritize quality control in assigned tasks and projects
      • Escalate unresolved issues for timely resolution
      • Ensure strict compliance with company policies and risk controls
      • Stay updated on policies, systems, and procedures
      • Minimize operational risks and contribute to workflow improvements
      • Proactively report questionable profiles following escalation protocols


Job Qualifications - summary of the job post

Key Qualifications & Skills:

      • Experience in business operations and core banking systems
      • Proficiency in MS Office and banking platforms
      • Strong communication skills and teamwork ability
      • Knowledge of financial regulations (preferred)
      • Attention to detail and ability to work under pressure
      • Self-motivated and proactive approach

Additional Preferred Skills:

      • Fluent in English (spoken and written)
      • Strong keyboard and MS Excel skills
      • Good organizational abilities with minimal supervision
      • Quick learner with a sense of urgency
      • Ability to escalate issues appropriately when needed


Banking Customer Service Job Salary Sri Lanka: Salary Range

The job description does not provide a salary range, but the industry standards are followed. The salary range for a Customer Service Job in Colombo varies based on experience, education, and gender. Entry-level salaries start at around 42,400 LKR, while experienced professionals can earn up to 135,000 LKR or more. Higher education and experience significantly boost earning potential, and bonuses are common in this role.


HSBC Job Application Process: How to Apply

Click the apply link below the post. After you are redirected to the HSBC Sri Lanka Careers website, find the apply button, click it, fill out the form, and submit your application.


Best Banking Jobs for Freshers Sri Lanka: Tips for Creating a Better CV For this Job 

Here are some tips to create a strong CV for a Customer Service Executive (KYC/Banking role):

    • Keep It Clear & Professional – Use a well-structured, one-page or two-page format with clear headings.
    • Start with a Strong Profile Summary – Highlight your experience in banking, customer service, and KYC compliance. Example:
    • "Detail-oriented Customer Service Executive with expertise in banking operations, KYC compliance, and AML regulations. Skilled in handling customer queries, reviewing documentation, and ensuring regulatory adherence."

Highlight Key Skills:

      • KYC & AML Compliance
      • Customer Service & Communication
      • Banking Software & MS Office
      • Problem-solving & Attention to Detail
      • Data Validation & Risk Management
    • Emphasize Work Experience – Use action words like "Managed," "Reviewed," and "Ensured." Mention specific achievements, such as reducing processing errors or improving customer satisfaction.
    • Showcase Education & Certifications – Include relevant degrees (e.g., Business Administration, Finance) and any AML/KYC certifications.
    • Add a Professional Touch – Use a clean, modern font like Arial or Calibri, and bullet points for readability.
    • This guide ensures a high-ranking post for Banking Jobs in Sri Lanka while providing valuable insights for job seekers.

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