Relationship Advisor I- Global Fund Banking

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office.

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ : FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

A Relationship Advisor I (RA) assists in-market RA’s by performing a designated list of onboarding and maintenance tasks on behalf of their Venture Capital and Private Equity clients. Some of these tasks require them to interface directly with clients to do the end-to-end processing. Other tasks are those that were previously handled by the in-market RA but were moved in order to create bandwidth for them and allow them to focus on more complex activities and / or more strategic clients. The RA I role is critical to providing the support needed to ensure clients receive high touch service from SVB.

Responsibilities

Client Onboarding – Partners with RA 2 / 3 / Sr to support client’s onboarding journey. May include collecting documentation and performing data entry to onboarding / ticketing platform.

Client Servicing – Takes ownership of servicing activities with guidance from RA 2 / 3 / Sr including opening and closing accounts, updating client records and performance designated maintenance tasks.

Risk Advice – Supports RA 2 / 3 / Sr in BSA / AML processes; follows all procedures related to risk mitigation including Client Authentication, Cashier’s Checks, Bank Deposit Agreement signer changes, etc.

Client Success – Engages Manager and / or RA partners to address client needs.

Qualifications

Bachelor’s degree and 1 year of professional experience in banking, finance or customer service or High School diploma / GED and 3 years of experience

Preferred :

Strong attention to detail

Ability to work within a team environment

Proficiency in MS Office

Client service experience and / or client support in financial services and / or products

High-level familiarity of banking products

Demonstrated organizational skills

Ability to multi-task and complete multiple tasks in succession

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https : / / jobs.firstcitizens.com / benefits.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.