Associate Relationship Manager

HSBC • Dallas, TX

2d • $116,900 - $150,000

About The 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 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• tailored professional development opportunities
• competitive pay and benefits package
• robust Wellness Hub
• welcoming and inclusive work environment
• industry-leading volunteerism policy
• generous matching gift program
• comprehensive program of immersive Sustainability and Climate Change Initiatives
• Employee Resource Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level