Relationship Manager II, Innovation Banking at First Citizens Bank | CA, US | Rezi

Relationship Manager II, Innovation Banking at First Citizens Bank

Relationship Manager II, Innovation Banking

First Citizens Bank · CA, US

5 days ago

Relationship Manager II, Innovation Banking

First Citizens Bank · CA, US

5 days ago
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About the Role

This position will build relationships with C-suite executives, expand existing client relationships, and build strong connections with key market influencers in the Frontier Tech sector. Responsibilities include ensuring controls are in place and mitigating risks across the business unit while maintaining compliance with corporate strategy, internal policy, applicable laws, and regulations.

Responsibilities

  • Serve as primary relationship management contact for large portfolio of clients, identifying needs, and working with internal partners to structure customized solutions.
  • Ensure high quality products, service and platforms are available to clients.
  • Leverage knowledge about core banking products, platforms and services, to recommend appropriate solutions to meet client needs.
  • Leverage industry sector expertise and thought leadership, drive and lead industry events to cultivate external network.
  • Generate and foster strong network of referral partners/external sources, generating qualified prospects.
  • Leverage deep expertise in their sector and industry, position recommend, advise, originate, and negotiate credit and financing solutions and structure for client needs.
  • Provide strategic insights aligned with client needs and market trends.
  • Lead team interactions with key cross functional partners.
  • Collaborate with appropriate business units to achieve success drivers and corporate goals.
  • Mentor and guide team members to further develop their client relationship, business development and financial solutions skills.

Requirements

  • Bachelor's Degree and 2 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology sectors OR High School Diploma or GED and 6 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology sectors.
  • 4 years of experience in Commercial banking, venture capital or Relationship Management and/or industry-specific knowledge in technology.
  • Strong credit acumen.
  • Knowledge of products & services.
  • Knowledge of Venture-backed technology.
  • Highly effective person with people and relationships.
  • Strong relationship management, negotiation, and marketing skills.
  • Good closing skills.
  • Strong focus and ownership on the overall client experience.
  • Ability to build and maintain a network of business relationships, including the executive management of clients, prospects, and other referral sources.
  • Knowledge of bank operations and products a plus.
  • Bachelor’s degree or equivalent related experience.

Skills

  • Client Relationship Management
  • Business Development and Growth
  • Cross-functional Collaboration and Leadership
  • Credit Underwriting
  • Credit Analysis
  • Relationship Management
  • Industry-specific knowledge in technology sectors
  • Finance
  • Economics
  • Business Administration
  • Commercial Banking
  • Credit Solutions
  • Sales Originations
  • Credit acumen
  • Negotiation
  • Marketing
  • Closing skills
  • Bank operations

Location

  • San Francisco

Work Type

  • Hybrid

Experience Level

  • 2 years
  • 6 years
  • 4 years

Education Level

  • Bachelor's Degree
  • High School Diploma or GED
  • MBA or relevant advanced degree
  • Bachelor’s degree or equivalent related experience

Salary/Compensations

  • $163,425-$217,900

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.
  • Silicon Valley Bank (SVB), a division of First-Citizens Bank, is the bank of some of the world’s innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital, and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights, and connections.