SVB- Relationship Advisor III- Global Fund Banking

First Citizens Bank•Santa Monica, CA

5d•$74,000 - $100,000•Hybrid

About The Position

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Los Angeles 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. The Relationship Advisor “RA” manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, client servicing and proactive client solutioning with a key focus on the Venture Capital and Private Equity market. A key member of the client’s relationship team, the RA serves as the client’s dedicated point of contact for deposit, cash management banking needs, and day to day needs.

Requirements

Bachelor's Degree and 2 years of Commercial Banking Client Service experience in OR High School Diploma or GED and 6 years of experience
Demonstrated organizational skills
Able to prioritize tasks with effective time management in a fast-paced environment
Strong written and verbal communication skills
Able to work in a team environment and comfortable working independently

Nice To Haves

Commercial banking experience
Strong experience building client relationships

Responsibilities

New Client Onboarding
Leads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor to understand client’s strategy and short – and long-term financial needs
Conducts onboarding activities to include:
Leads client discussions to identify deposit and cash management needs
Performs product demos independently
Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements
Gathers and validates all relevant legal documentation to adhere to KYC based on client’s legal entity type
Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status
Post onboarding, proactively engages client to review services and ensure client understanding and utilization
May assist more junior RAs with client onboarding
Client Servicing
Acknowledges and orchestrates fast resolution of in-bound service inquiries
Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution
Researches and resolves complex client inquiries; ensure resolutions of solution solves client’s need and / or issue
Leverages client’s service need as an opportunity to identify broader solutions to support client needs
Takes initiative to resolve complex client inquiries before escalating to Manager
Risk Advice
Advises clients on risk mitigation strategies to combat money laundering and fraud
Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements
Leads clients discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls
Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts
Client Success
Collaborates with client’s Relationship Manager and Product Advisor teams to remain apprised to short – and long – term client strategy; advises relationship team on client’s service themes and trends
Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships
Performs client account reviews and facilitates product discussions to support client short – and long – term financial needs
Positions solutions within knowledge set, from qualify to close, for select deposit and cash management services