Associate Relationship Manager

HSBC; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Wellness Hub

Volunteer program

Matching gift program

Sustainability initiatives

Job summary

HSBC is seeking an Associate Relationship Manager in Dallas, TX within Corporate & Institutional Banking. You will support Relationship Managers to retain and grow high-value corporate relationships, manage onboarding, and coordinate with product partners and risk teams to ensure seamless service.

The role requires experience in commercial banking or client-focused environments, strong credit risk assessment, and familiarity with CRM and onboarding processes.

Qualifications

• Experience in Commercial Banking or client-focused environments.
• Solid underwriting and credit risk assessment experience.
• Experience working in a global environment with international clients.
• Knowledge of CRM systems and client onboarding processes.
• Licenses: FINRA Series 79, 63 and SIE would be a plus.

Responsibilities

• Assist Relationship Managers in retaining and growing client relationships while adhering to policies and risk practices.
• Lead onboarding efforts for New to Bank clients and coordinate reviews and documentation.
• Support client meetings, calls, and due-diligence processes with internal stakeholders.
• Coordinate product onboarding, reporting, and sector analysis as needed.

Skills

Commercial Banking

Credit risk

Global experience

CRM systems

Education

Bachelor's degree in Finance or Economics

Tools

CapIQ

D&B

LinkedIn

Job description

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 up 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.

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.

Corporate & Institutional Banking (CIB) business is looking to add an energetic, quantitative-minded, driven individual to join our team of dynamic Relationship Managers, Credit Managers and Product Partners to support our clients. The new Associate Relationship Manager (ARM) will be a crucial member of our team, helping to meet the unique needs of high growth international Corporate Banking customer relationships.

As our Associate Relationship Manager you will:

• Assist the Relationship Managers in retaining and growing customer relationships, adhering to the Group values, business strategy, operational policies, regulatory requirements and risk management practices
• Take responsibility for dealing with all aspects of New to Bank onboarding, internal and external relationship reviews, working on ad hoc projects including (but not limited to): sales pitches, product coordination, prospect research and calling, sector analysis, client portfolio reporting and others as required
• Be an integral part of the Corporate & Institutional Banking team enabling the team to deliver holistic banking services, improve client engagement, maximize operational efficiency and allow for the optimum amount of client engagement
• Prepare concise call reports, research and analyze client, industry and competitor financial and macro-economic data and be an active participant in client due-diligence calls
• Represent the bank at client meetings, introduce product partners, coordinate the application process, and work closely with internal stakeholders on credit or product onboarding process, systems updating Know Your Customer and documentation

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

• Experience ideally in a Commercial Banking environment or a client focused environment with a demonstrated understanding of commercial lending and credit risk assessment. Solid underwriting / credit experience is optimal
• Experience of working within a global environment and with international clients
• Experience with comprehensive company and market research along with tools and systems used in this analysis (i.e. CapIQ, D&B, LinkedIn)
• Broad knowledge of Corporate Banking and Markets structures, products and services
• Knowledge of CRM systems, transaction structuring/profitability analysis
• Bachelor’s degree in Finance, Economics or similar
• Proven leadership skills including coaching, motivation and the ability to project/engender ownership of corporate goals in others
• Strong verbal and written communications skills to inspire others, as well as ‘team’ skills promoting an environment of co-operation and trust, overcoming resistance where encountered and strong analytical and financial skills
• Good prioritizing, organizational and time management abilities
• Licensed Registered Representative, FINRA Series 79, 63 and SIE mandatory, will allow for contingency to obtain within 120 days

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.