Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Relationship Advisor (RA) manages a portfolio of Commercial Banking Clients, responsible for client onboarding, servicing, and proactive solutioning. The RA serves as the dedicated point of contact for clients' deposit and cash management banking needs.

Responsibilities

• Lead client onboarding, collaborating with Relationship Manager and Product Advisor to understand client strategy and financial needs.
• Conduct onboarding activities including leading client discussions, performing product demos, and setting expectations for data and documentation.
• Gather and validate legal documentation to adhere to KYC requirements based on client's legal entity type.
• Coordinate handoffs to centralized support teams for product fulfillment and keep clients informed of implementation status.
• Proactively engage clients post-onboarding to review services and ensure understanding and utilization.
• Assist more junior RAs with client onboarding.
• Acknowledge and orchestrate fast resolution of in-bound service inquiries.
• Transition service tasks to appropriate support teams for management and resolution, while keeping clients informed.
• Research and resolve complex client inquiries, ensuring solutions meet client needs.
• Leverage client service needs to identify broader solutions.
• Take initiative to resolve complex client inquiries before escalating to Manager.
• Advise clients on risk mitigation strategies to combat money laundering and fraud.
• Manage internal Know Your Client (KYC) for new client onboardings, articulating BSA/AML requirements.
• Support clients in triaging additional information needed to satisfy regulatory requirements.
• Lead client discussions focused on fraud mitigation strategies, recommending controls.
• Collaborate with Relationship Manager and operational partners to triage KYC, Sanction, High Risk Industry, and Fraud alerts.
• Collaborate with client's Relationship Manager and Product Advisor teams to stay apprised of client strategy.
• Advise relationship team on client's service themes and trends.
• Proactively identify opportunities to support client needs based on industry and life stage.
• Conduct proactive client touchpoints to strengthen client relationships.
• Perform client account reviews and facilitate product discussions.
• Position 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 year 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
• Written communication
• Verbal communication

Location

• NY office

Work Type

• Hybrid

Experience Level

• 1 year of experience in banking/financial services industry or customer service experience
• 5 years of experience (with High School/GED)

Education Level

• Bachelor's Degree
• High School/GED

Salary/Compensations

• $73,500 - $98,000 annually

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.