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Relationship Advisor II- Global Fund Banking

AT First Citizens Bank
First Citizens Bank

Relationship Advisor II- Global Fund Banking

Menlo Park, CA

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix or Menlo Park location

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

First Citizens Bank empowers 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. With over 550 branches across 23 states, First Citizens provides an array of general banking services, as well as best-in-class commercial banking expertise in lending, leasing, and other financial services across the U.S.

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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 II (RA) manages a portfolio of borrowing and non-borrowing clients, focusing on client onboarding, servicing and proactive solutioning.

A key member of Relationship Management, the RA II plays an integral role in the client experience, assisting with deposit activity and daily cash management needs.

Key responsibilities include:
  • New Client Onboarding & Servicing
    • Collaborate with the relationship team, to support the client onboarding journey.
    • Ensure timely resolution of inbound inquiries.
  • Client Advisory
    • Partner with Relationship Manager to advise clients on risk mitigation strategies, particularly in combating money laundering and fraud.
    • Proactively identify opportunities to meet client needs based on their industry and life stage, conducting proactive touchpoints in collaboration with Relationship Managers.
Qualifications

Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service, or High School/GED with 5 years of relevant experience.

Preferred Skills
  • Client service experience and/or client support in financial services and/or related products.
  • Understanding of Private Equity and Venture Capital terms and the lifecycle of funds.
  • Familiarity with commercial banking products, particularly in treasury, cash, and investment management.
  • Strong organizational skills with the ability to manage multiple tasks in succession.
  • Excellent communication skills.
  • Critical thinking abilities.
  • Collaborative approach.
  • Adaptability to a fast-paced, dynamic environment.


If hired in California, the base pay for this position is generally between $62000-90000 annually. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors

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

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Client-provided location(s): Menlo Park, CA, USA
Job ID: FCB-25857-en-us-1
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.