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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. As a key member of the client's relationship team, the RA acts as the dedicated point of contact for deposit and cash management banking needs.

Responsibilities

• Leads client onboarding, collaborating with Relationship Managers and Product Advisors.
• Conducts client discussions to identify deposit and cash management needs.
• Performs product demonstrations independently.
• Sets expectations for data and documentation requirements for new services, including product documentation and KYC.
• Gathers and validates legal documentation for KYC compliance.
• Coordinates with centralized support teams for product fulfillment and keeps clients informed.
• Proactively engages clients post-onboarding to review services and ensure understanding.
• May assist junior RAs with client onboarding.
• Acknowledges and orchestrates fast resolution of in-bound service inquiries.
• Transitions service tasks to appropriate support teams, keeping clients informed.
• Researches and resolves complex client inquiries.
• Leverages client service needs to identify broader solutions.
• Takes initiative to resolve complex client inquiries before escalating.
• Advises clients on risk mitigation strategies for money laundering and fraud.
• Manages internal Know Your Client (KYC) for new onboardings, articulating BSA/AML requirements.
• Supports clients in triaging additional information for regulatory requirements.
• Leads client discussions on fraud mitigation strategies.
• Collaborates with Relationship Managers and operational partners on KYC, Sanction, High Risk Industry, and Fraud alerts.
• Stays apprised of client strategy and advises the relationship team on service themes and trends.
• Proactively identifies opportunities to support client needs based on industry and life stage.
• Conducts proactive client touchpoints to strengthen relationships.
• Performs client account reviews and facilitates product discussions.

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.
• Retail branch banking experience (Preferred).
• Strong experience building client relationships (Preferred).
• Demonstrated organizational skills (Preferred).
• Able to prioritize tasks with effective time management in a fast-paced environment (Preferred).
• Strong written and verbal communication skills (Preferred).
• Able to work in a team environment and comfortable working independently (Preferred).

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
• Client relationship building
• Organizational skills
• Time management
• Communication skills

Location

• NYC

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

Salary/Compensations

• $73,500 - $98,000

Benefits

• Competitive, thoughtfully designed, and quality benefits program.

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.