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About the Role
The Relationship Advisor (RA) manages a portfolio of Commercial Banking Clients, overseeing client onboarding, servicing, and proactive solutioning. The RA acts as the primary point of contact for clients' deposit and cash management banking needs.
Responsibilities
- Leads client onboarding, collaborating with Relationship Manager and Product Advisor to understand client strategy and financial needs.
- Conducts onboarding activities including identifying deposit and cash management needs, performing product demos, and gathering legal documentation for KYC.
- Coordinates with centralized support teams for product fulfillment and keeps clients informed of implementation status.
- Proactively engages clients post-onboarding to review services and ensure understanding and utilization.
- Acknowledges and orchestrates fast resolution of in-bound service inquiries.
- Transitions service tasks to appropriate support teams for management and resolution, while keeping clients apprised.
- Researches and resolves complex client inquiries, ensuring solutions meet client needs.
- Advises clients on risk mitigation strategies to combat money laundering and fraud.
- Manages internal Know Your Client (KYC) for new client onboardings, articulating BSA/AML requirements.
- Leads client discussions focused on fraud mitigation strategies, recommending controls.
- Collaborates with Relationship Manager and operational partners to triage KYC, Sanction, High Risk Industry, and Fraud alerts.
- Stays apprised of client strategy and advises the relationship team on client service themes and trends.
- Proactively identifies opportunities to support client needs based on industry and life stage.
- Performs client account reviews and facilitates product discussions.
- Positions select deposit and cash management services from qualification to close.
Requirements
- Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 years of experience.
- Demonstrated organizational skills.
- Able to prioritize tasks with effective time management in a fast-paced environment.
- Strong written and verbal communication skills.
- Able to work in a team environment and comfortable working independently.
Skills
- Client onboarding
- Client servicing
- Proactive client solutioning
- Deposit and cash management
- Product demos
- KYC requirements
- BSA/AML requirements
- Fraud mitigation strategies
- Risk mitigation strategies
- Organizational skills
- Time management
- Written communication
- Verbal communication
Location
- Austin, TX
Work Type
- Hybrid
Experience Level
- 1 year of experience in banking/financial services industry or customer service experience
- 5 years of experience
Education Level
- Bachelor's Degree
- High School/GED
Benefits
- Competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
About the Company
- 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.