Senior Associate (San Francisco, CA, US, 94111)

HSBC
San Francisco
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Attention to detail","Ability to work in a fast-paced environment","Risk monitoring","Customer-focused problem solving"]

Support Relationship Managers in managing corporate banking client relationships across Global Network Banking. Drive needs-based solutions by conducting customer research, financial and credit/profitability analysis, and preparing proposals and presentations. Coordinate credit applications or renewals, partner with product teams to move opportunities from identification to implementation, and serve as first contact for daily credit inquiries. Monitor risk and KYC/AML & sanctions alerts, escalate issues, and cross-sell products to maximize profitable outcomes.

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FursaFursa
HSBC
HSBC
3 days ago

Senior Associate (San Francisco, CA, US, 94111)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Support Relationship Managers in managing corporate banking client relationships across Global Network Banking. Drive needs-based solutions by conducting customer research, financial and credit/profitability analysis, and preparing proposals and presentations. Coordinate credit applications or renewals, partner with product teams to move opportunities from identification to implementation, and serve as first contact for daily credit inquiries. Monitor risk and KYC/AML & sanctions alerts, escalate issues, and cross-sell products to maximize profitable outcomes.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Support Relationship Managers to optimize client relationship value, improve engagement, and deliver needs-based solutions.
  • •Attend client meetings and act as first point of contact for daily credit-related inquiries, including developing and maintaining relationships.
  • •Prepare analysis, proposals, and presentations for prospective customers and support RM day-to-day activities such as planning, pipeline management, and reporting updates.
  • •Perform financial, credit, and profitability analysis; prepare account remarks and coordinate credit applications or renewals.
  • •Provide risk monitoring for Global Standards and AML & sanctions alerts, escalate risk issues as needed, and maintain internal control standards including KYC requests.

Key Requirements

  • •Experience in corporate banking, including international banking needs.
  • •Track record operating high-performing sales teams.
  • •Ability to identify and meet customer needs by matching products and services for flexible cross-border solutions.
  • •Strong attention to detail and ability to work in a fast-paced environment.
  • •Proven ability assessing financial risks via customer due diligence and KYC (including high-risk KYC), plus credit assessment and portfolio-based credit monitoring experience.
Experience:Corporate bankingInternational banking
Skills:Attention to detailAbility to work in a fast-paced environmentRisk monitoringCustomer-focused problem solving
Certifications:FINRA Series 79FINRA Series 63SIE

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn