SVB - Relationship Advisor II

First Citizens Bank Phoenix , AZ 85002

Posted 2 days ago

Overview 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. Responsibilities 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. A key member of Relationship Management, the RA will serve as an integral part of the client experience assisting with deposit activity and daily cash management needs.

This individual will be response for the following essential functions. New Client Onboarding & Servicing Partners with relationship team to support client's onboarding journey Acknowledges and orchestrates fast resolution of in-bound service inquiries Partners with Relationship Manager to advise clients on risk mitigation strategies to combat money laundering and fraud Proactively identifies opportunities to support client need based on client industry and life stage, partnering with Relationship Manager to conduct proactive client touchpoints Qualifications Bachelor's Degree with 1-3 year of experience in banking/financial services industry or customer service or High School/GED with 5-7 years of experience. Preferred Skills 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 #LI-DM1


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove

SVB - Relationship Advisor II

First Citizens Bank