Associate Relationship Manager (Dallas, TX, US, 75254)

HSBC
Dallas
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Leadership","Coaching","Motivation","Verbal communication","Written communication","Analytical thinking","Organizational skills","Time management","Team collaboration","Prioritization","Ownership of goals"]

Join Corporate & Institutional Banking as an Associate Relationship Manager supporting high-growth international corporate banking relationships. Help retain and grow customers, manage new-to-bank onboarding and internal/external reviews, and coordinate credit or product onboarding. Prepare client call reports and analyze financial, industry, competitor, and macro-economic data using research tools. Represent HSBC in client meetings and coordinate applications with internal stakeholders, ensuring KYC documentation and systems updates.

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HSBC
HSBC
3 days ago

Associate Relationship Manager (Dallas, TX, US, 75254)

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Last checked: 10 hours agoStatus: Live

Job Summary

Join Corporate & Institutional Banking as an Associate Relationship Manager supporting high-growth international corporate banking relationships. Help retain and grow customers, manage new-to-bank onboarding and internal/external reviews, and coordinate credit or product onboarding. Prepare client call reports and analyze financial, industry, competitor, and macro-economic data using research tools. Represent HSBC in client meetings and coordinate applications with internal stakeholders, ensuring KYC documentation and systems updates.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Assist Relationship Managers in retaining and growing customer relationships while meeting regulatory requirements and risk management practices.
  • •Own new-to-bank onboarding and internal/external relationship reviews and support ad hoc projects such as sales pitches, product coordination, prospect research, and sector analysis.
  • •Prepare concise call reports and analyze client, industry, competitor financials, and macro-economic data for due diligence.
  • •Represent the bank at client meetings, introduce product partners, and coordinate the application process.
  • •Coordinate with internal stakeholders on credit/product onboarding, including systems updating for KYC and documentation.

Key Requirements

  • •Experience in a Commercial Banking or client-focused environment with demonstrated commercial lending and credit risk assessment, including solid underwriting/credit experience.
  • •Ability to work with international clients in a global environment.
  • •Experience using company/market research tools and systems such as CapIQ, D&B, and LinkedIn.
  • •Knowledge of corporate banking and markets products/services, plus CRM systems and transaction structuring/profitability analysis.
  • •Bachelor’s degree in Finance, Economics, or similar; FINRA Series 79, 63 and SIE mandatory (to be obtained within 120 days if needed).
Experience:Commercial bankingCorporate bankingFinancial servicesLendingCredit risk
Education:Bachelor's in Finance, Economics
Skills:LeadershipCoachingMotivationVerbal communicationWritten communicationAnalytical thinkingOrganizational skillsTime managementTeam collaborationPrioritizationOwnership of goals
Licenses:FINRA Series 79FINRA Series 63SIE
Tech Stack:CapIQD&BLinkedInCRMKnow Your Customer (KYC)

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