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Middle Market Relationship Manager - HSBC - United States, North America - EXPIRED

This is an archive of an expired job.

Job Information:

Company: HSBC

HSBC Logo North America-United States-Florida-Any

CMB Corporate provides standard commercial banking products (working capital finance, short-term loans, deposits, payments etc.) in conjunction with product specialists, e.g. Treasury, Global Banking and Markets, Insurance, and Trade & Receivables Finance. Corporate Banking provides both domestic and cross-border banking solutions including Cash Management, Trade Services, Insurance, Investment Banking and advisory services.


HSBC Corporate consists of c. 60,000 Mastergroups representing CMB's largest and more complex customers. On a per average customer revenue basis, Corporate customers are also CMB’s most profitable customers


The role holder is expected to acquire, retain, and expand relationships with the customers we want to bank within the Corporate segment, by profitably identifying and meeting their needs. This means identifying customer needs first and then recommending product solutions that are appropriate for the customer to consider and accept.


Impact on the Business

  • Build existing and win new long-term relationships with the customers we want to bank, coherent with CMB’s strategy to be the Leading International Trade and Business Bank
  • Grow sustainable revenues from existing relationships and through acquisition of new, quality customers
  • Provide guidance and place customer needs at the forefront of all that the role holder does, setting world class standards
  • Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment.
  • Keep abreast of external factors influencing international business e.g. economic, cultural, geopolitical, procedural and regulatory requirements.
  • Ensure timely and accurate maintenance of customer information on HSBC’s systems, as required.
  • Maintain up-to-date and accurate deal pipeline
  • Monitor relationship profitability regularly and ensure that the return is commensurate with the type of client and both CMB and the client’s risk appetite.
  • Take timely and proactive corrective action to mitigate potential losses, exercising effective portfolio stewardship and control
  • Collaborate with product partners to identify and match customer needs with relevant expertise, notably with Trade and Receivables Finance, Treasury, Global Banking and Markets, Private Bank, and Insurance

Customers / Stakeholders

  • Ensure a quality service for all customers by owning customer engagement, ensuring service excellence at all times, for all aspects of any customer, prospect or professional’s interaction with HSBC.
  • Ensure all interactions with customers are of a high quality and conducted according to the highest professional standards
  • Take a proactive approach to client planning across the portfolio collaborating with product partners and senior management, as appropriate.
  • Ensure that client plans are coordinated and Client Service Teams are in place
  • Establish an effective working relationship with Risk Management teams in order to validate the accuracy of the customer risk profile.
  • Ensure early identification of problem relationships and take action where there are potential and existing problem accounts to protect HSBC interests.

Leadership & Teamwork

  • Embody HSBC's values and global standards in every aspect of how you operate as a banking professional.
  • Act as a team player, supporting development of a positive, collaborative culture consistent with HSBC’ values
  • Lead, inspire and motivate junior colleagues to ensure a seamless relationship management service is delivered to all customers and proactively share knowledge and experiences with junior RMs.
  • Maintain excellent communication with HSBC colleagues from around the world to ensure a joint approach to identifying and capturing cross border opportunities.
  • Provide active feedback to seniors on process, operations, risks etc., and make recommendation as to how these can be changed to secure the customer and the bank.
  • Be an ambassador for HSBC and develop the bank’s profile in the local community

Operational Effectiveness & Control

  • Exercise effective portfolio stewardship and control, ensuring adherence to all relevant Risk policies, Audit and Compliance standards.
  • Adhere to established structures and processes for the management of credit, operational, reputational and regulatory risk.
  • Proactively work with Credit Management to complete, timely and in-depth, evaluations or reviews of financial and operating risks for all credit facilities, in order to ensure usage is in accordance with approved terms and conditions.
  • Ensure credit and operational quality is not compromised in the pursuit of income
  • Respond within agreed timelines to issues raised by audit and external regulators.
  • Resolve any/all identified issues promptly, and escalate concerns to management as appropriate to ensure timely awareness of any material concerns.
  • Maintain awareness of operational and fraud risk within assigned portfolio and minimize the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting.
  • Protect sensitive customer and bank information by ensuring documents, computers, files, and all confidential matters are appropriately handled as set forth by policy.
  • Compliance with and management of sales and suitability risks and requirements.
  • Ensure all completed sales and prospecting activity documentation is appropriately completed, approved and stored to provide performance tracking and support targeted future sales efforts
  • Implement HSBC’s compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer
  • Foster a compliance culture, complete related training, and optimize relations with regulators.
  • Complete other responsibilities, as assigned. 


If you would like to notify the Diversity Recruitment team of your application or if you are simply interested in learning about opportunities at HSBC, please email [email protected]