Digital advisor, HSBC

Digital advisor

HSBC

Location:
Mexico, Cuauhtemoc

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The key accountability of this role is to driving and optimizing the end to end onboarding process within digital channel. These channels may be for retail, business or commercial customers. The role of digital advisor requires a strong collaboration across business and technology teams to ensure efficiency compliance, and seamless client experience.

Job Responsibility:

Lead the onboarding process for the digital channel, ensuring minimal turnaround times and operational efficiency
Design and implement process improvements to further digitalize onboarding workflows
Identify and engage key stakeholders to ensure smooth implementation and alignment across functions
Provide updates to IT and ensure all onboarding processes are properly documented and standardized
Deliver training sessions and knowledge transfer to all areas involved in the onboarding journey
Continuously monitor and assess onboarding practices, proposing enhancements to improve scalability and client satisfaction

Requirements:

Strong knowledge of digital transformation and process improvement methodologies
Excellent communication and stakeholder management skills
Ability to work in a cross-functional environment and drive change effectively
Strong organizational and documentation skills
Act as a subject matter expert advising best practices in digital onboarding and process automation
Partner with customer experience teams to enhance the overall onboarding journey and increase client satisfaction
Support change management initiatives to foster adoption of new digital tools and technologies across organization
Develop dashboards and reports to track performance metrics identify bottlenecks and propose corrective actions

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
September 20, 2025

Expiration:
October 04, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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