Associate - Corporate and Specialty Banking Relationship Manager

Location: Farmers Branch, Texas, United States; office workplace type

Company

hirify.global National Bank provides corporate, specialty, and government banking products and services.

What you will do

• Support senior corporate banking relationship managers with client and prospect research, marketing activities, proposals, and pitch materials.
• Develop and maintain financial models, organize analyses, and coordinate materials with capital markets and other product partners.
• Participate in client and prospect calls, document discussions, and maintain call reports in the corporate CRM.
• Monitor loan, deposit, and fee-generating product opportunities and keep the sales pipeline accurate.
• Support loan underwriting, BSA/AML/KYC onboarding, annual account planning, and cross-sell activity.
• Monitor portfolio performance, competitive factors, risk alignment, and return objectives.

Requirements

• Bachelor’s degree and formal credit training from hirify.global or an equivalent program.
• At least 2 years of commercial banking experience, preferably in a credit products analyst or associate role.
• FINRA Series 79 and Series 63 licenses, or successful completion of the SIE, Series 79, and Series 63 exams within the required timeframe.
• Strong credit skills, including corporate financial statement analysis and recommendations on credit structure.
• Communication, planning, negotiation, organizational, analytical, interpersonal, and sales skills.
• Must already be authorized to work full-time in the United States; immigration sponsorship is not available.

Nice to have

• MBA, CFA, or a similar advanced degree.
• Legal or loan documentation experience.
• Proficiency in Microsoft Excel, PowerPoint, and other Microsoft Office tools.

Culture & Benefits

• Office-based workplace with potential flexible arrangements for certain positions, subject to hiring team confirmation.
• Regular interaction with senior relationship managers, capital markets, and product and service partners.
• Some travel is required for client and prospect calls.
• Exempt position and not eligible for overtime pay.