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Managing Director Global Treasury & Payments Adv

AT First Citizens Bank
First Citizens Bank

Managing Director Global Treasury & Payments Adv

Charlotte, NC

Overview

The Relationship Management roles are responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships; deepening relationships within the C-Suite; consulting on, and cross-selling, the entire SVB platform (i.e. Treasury management to Debt financing to the Private Bank, etc.) to address client business and personal needs; orchestrating cross-functional SVB teams to optimize the client experience; and building real relationships to differentiate SVB with all key influencers in the market. Core responsibilities include new business development and expansion of existing relationships, as well as, originating, advising on, and negotiating financing solutions for SVB Commercial Bank clients.

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Responsible for a portfolio of client, prospect, and influential relationships in their respective market. Highly skilled at building and growing relationships with Founders, CEO's, CFO's, and other key influencers, as well as, developing and driving new business opportunities in the market. Strong understanding of the capital structure of venture backed technology companies. Highly skilled negotiator and financial engineer. Leads a highly effective, collaborative team. Maintains overall general management responsibility of their respective client portfolio.

Responsibilities

Responsible for relationship management of commercial bank clients and delivery of core commercial banking products (i.e. debt financing, treasury management, FX, investments, etc.) and broader SVB financial services (i.e. private bank, wealth advisory, etc.).

Drive increased revenue through deepening and expanding existing relationships.

Overall general management responsibilities for the respective business.

Build strategic relationships with key executives and influencers in the ecosystems; influence critical decisions balancing strategic objectives of company and clients.

Responsible for new business development, expansion of existing relationships.

Leadership, management and development of an account management team of approximately 25.

Responsible for ensuring the team is focusing on SVB's Values and Corporate Goals thru collaboration with appropriate business units and thru smart risk taking.

Qualifications

Basic Qualifications:

Bachelor's Degree and 8 years of experience in OR High School Diploma or GED and 12+ years of experience.

Preferred Qualifications:

15 or more years of directly related experience

Proven track record of developing and enhancing internal and external relationships

General management experience

Experienced internal and external business leader

Proven ability to maintain an extensive network of business relationships, including the executive management of clients, prospects, referral sources, and other influential relationships in market

Adept at building, managing, and scaling a business

Excellent verbal and written communication skills

Strong negotiation and marketing skills with an ability to build and close new relationships.

Understanding of Bank products, services and protocols.

Willingness to travel to clients and prospects as needed

Bachelor's degree required; Master's degree preferred

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits

Client-provided location(s): Charlotte, NC, USA
Job ID: FCB-27315-en-us
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Family Support Resources
    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
    • Adoption Leave
    • Fertility Benefits
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Promote From Within
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)

Company Videos

Hear directly from employees about what it is like to work at First Citizens Bank.