Review customer documentation to ensure customers Tax Status is accurately updated and reported ensuring compliance with applicable internal policies and procedures and external regulations.
Ensure all data is reviewed again all Core Banking Systems, validated and are kept up to date.
Work on the assigned tasks / short term projects with primary focus on quality.
Escalate all pending actions which are not actioned beyond the agreed timelines to resolve issues for better customer experience.
Adhere strictly to compliance and operational risk controls in accordance with Company and Regulatory Standards, Policies and Procedures. Keep current with understanding of systems, policies, procedures
Follow appropriate escalation matrix and proactively highlight questionable profiles to Assistant Manager of Operations.
Meeting all the performance & behavior standards in line with HSBC requirement. Ensure zero operational / reputational loss.
Facilitate continuous improvement of workflow, customer service, personnel development through various initiatives like process re-engineering.
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