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About the Role
The NSB Associate I role is an entry-level function responsible for assisting with portfolio management, client onboarding, tracking portfolio regulatory issues and supporting cross-sell opportunities. This role supports the VP and/or Director/Managing Director and involves collaborating with cross-functional SVB teams, with the goal of orchestrating a superior client experience and maximizing support of client relationships.
Responsibilities
- Support MDs, Directors, and VPs in the delivery of the overall client experience, including assisting with client onboarding, cash management products, and coordinating internal communications for quick response to client inquiries.
- Build a strong foundational understanding of SVB Startup Banking products and services, along with the broader SVB Platform.
- Analyze and manage internal and external data sources to identify top clients, prospects, and potential cross-sell opportunities, predict fundraising needs, and extract industry trends.
- Engage with clients for due diligence, and regulatory and information completeness requests.
- Facilitate new client onboarding journey through client service.
- Support client engagement and outreach.
- Participate and support local events to build their own brand as a trusted source and represent the organization in-market.
- Help increase customer satisfaction (NPS) across the portfolio.
- Assist with the expansion of existing relationships with a variety of levels of influencers at the client.
- Work independently and with Sales Operations to identify new prospects and opportunities within the assigned market.
Requirements
- Bachelor’s degree with 1 year of client facing experience with a financial services institution or High School diploma/GED with 2 years of experience
- Strong interest in the tech startup ecosystem
- Exhibit strong organizational and time management skills including excellent attention to detail and verbal, written, and interpersonal communication skills.
- Stay hyper-focused on the overall client experience with ability to take ownership of and drive processes but also recognize when to escalate or engage others.
- Use critical thinking skills to support VPs, Directors and MDs when executing recommendations and actions related to pipeline and portfolio management.
- Strong writing and communication skills are essential.
- Demonstrate a self-aware approach to engaging with the team, showing respect, follow-up ability and curiosity.
- A self-driven desire to seek bank-provided tools and build relationships internally and externally will help the individual succeed.
Skills
- Account management
- Communication (written and verbal)
- Build productive relationships
Location
- Nor Cal
- Phoenix
- Boston
Work Type
- Hybrid
Experience Level
- Entry-level
- 1 year of client facing experience
- 2 years of experience
Education Level
- Bachelor's degree
- High School diploma/GED
Salary/Compensations
- $75,000 - $99,000 per year (SF)
- $71,000 - $95,000 per year (Boston)
Benefits
- Eligible for variable compensation, which may be in the form of incentive or bonus pay
- Competitive and comprehensive 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 finance expertise delivering best-in-class lending, leasing and other financial services coast to coast.
- Other specialty groups include syndications, TMT, Commercial Real Estate, Energy, Healthcare, Equipment Finance, and Sponsor Finance.
- Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.
- The National Small Business portfolio manages legacy clients from across the SVB ecosystem, while also supporting, onboarding and nurturing our Seed Stage clients.
- NSB supports the largest team codes and has the most diverse client base within the organization.