SVB – Relationship Service Advisor- Global Fund Banking

Job title:

SVB – Relationship Service Advisor- Global Fund Banking

Company

First Citizens Bank

Job description

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

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Expected salary

Location

Phoenix, AZ

Job date

Fri, 03 May 2024 07:38:56 GMT

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