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SVB - Relationship Service Advisor- Global Fund Banking

Employer
First Citizens Bank
Location
Phoenix, USA
Salary
Competitive
Closing date
Jul 13, 2024

View more

Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
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 Service Advisor "RSA" supports / manages a portfolio of borrowing and non-borrowing clients and is responsible for product and account servicing.

A key member of Relationship Management, the RSA serves as support for client deposit and cash management banking needs.

This individual will be responsible for the following essential functions:

Internal Partner Servicing
  • Partners with relationship advisor to facilitate new entity and account openings
  • Performs onboarding activities to include:
    • Inputs client data to open new accounts and services
    • Validates and reviews documentation received for accuracy and completeness
    • Coordinates hands offs to centralized teams for QC and implementation
    • Informs RAs on process requirements to proceed with client requests

Client Servicing
  • Acknowledge and orchestrate resolution of in-bound service tasks received from client or Relationship Advisor.
  • Facilitates servicing activities to include:
    • Notify clients of non-time sensitive account related items
    • Add, maintain, close accounts (inclusive of deposit, savings, liquidity products)
    • Maintain and close simple cash management product and services
    • Update client records to maintain accurate KYC details
    • Gather and review applicable documentation related to servicing requests

Qualifications

Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service or High School/GED with 2-5 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

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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