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Customer Outreach Specialist

Brand: HSBC

Area of Interest: Branch and Retail Banking

Location:

Buffalo, NY, US, 14210

Work style: Hybrid Worker

Date: 16 Jan 2026

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 opportunity 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.

As our Customer Outreach Specialist, you’ll be responsible for mitigating risk to HSBC Retail Bank and Wealth Management by completing complex CART reviews for the Remote Channel. Skillfully trained to identify Anti Money Laundering and Sanctions risk to the bank. Handles the most challenging accounts, client situations and projects. May serve in lead capacity at times and provide guidance and training to less experienced personnel.

As our Customer Outreach Specialist,you will:

+ Improve Compliance with Anti-Money Laundering, other regulatory and legal requirements

+ Will have front line customer contact to gather any missing Know Your Customer and Customer Due Diligence information, to bring the customer information profile up to date with today’s regulatory and compliance requirements

+ Perform necessary enhanced due diligence on both customers and businesses when necessary

+ Work with team members to manage all pending CART reviews both individually and from a team approach

+ Provides the highest level of customer service with a strong focus on the customer experience, finds a balance in having a sensitive conversation with client while following all policies and procedures

+ Ensure compliance and operational risk controls are followed in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues

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

+ Strong verbal and written communication skills

+ Must be an independent worker with self-management capabilities who also enjoys working as a team

+ Strong organizational skills to manage day to day tasks and CART reviews against strict deadlines, must be able to multi-task

+ Ability to overcome objection

+ Understanding of Anti Money Laundering and Sanctions Policies, high risk indicators along with the importance of Global Standards.

+ MS Office, Word and Excel experience

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.

**Nearest Major Market:** Buffalo