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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 serves as the dedicated point of contact for 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 leading client discussions to identify deposit and cash management needs.
Performs product demos independently.
Sets expectations on data and documentation requirements for new services, including product documentation and KYC requirements.
Gathers and validates legal documentation to adhere to KYC based on client's legal entity type.
Coordinates handoffs to centralized support teams for product fulfillment, keeping the client informed of implementation status.
Proactively engages clients post-onboarding to review services and ensure understanding and utilization.
May assist junior RAs with client onboarding.
Acknowledges and orchestrates fast resolution of in-bound service inquiries.
Transitions service tasks to appropriate support teams for management and resolution, while keeping the client informed of resolution status.
Researches and resolves complex client inquiries, ensuring solutions meet client needs.
Leverages client service needs as opportunities to identify broader solutions.
Takes initiative to resolve complex client inquiries before escalating to management.
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 and supporting clients in triaging additional information needed for regulatory compliance.
Leads client discussions focused on fraud mitigation strategies, recommending account, digital banking, and fraud solution controls.
Collaborates with Relationship Manager and operational partners to triage KYC, Sanction, High Risk Industry, and Fraud alerts.
Collaborates with client's Relationship Manager and Product Advisor teams to stay informed on client strategy.
Advises the relationship team on client service themes and trends.
Proactively identifies opportunities to support client needs based on industry and life stage, conducting proactive client touchpoints to strengthen relationships.
Performs client account reviews and facilitates product discussions to support client financial needs.
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 year of experience
Cross functional collaboration
Communication (written and verbal)
Critical thinking skills
Builds productive relationships
Retail branch banking experience
Strong experience building client relationships
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

Deposit and cash management
Product demos
KYC
BSA / AML
Fraud mitigation
Client onboarding
Client servicing
Risk mitigation
Cross functional collaboration
Communication (written and verbal)
Critical thinking
Relationship building
Organizational skills
Time management
Teamwork
Independent work

Location

SF office

Work Type

Hybrid

Experience Level

1 year of experience in banking/financial services industry or customer service experience
5 year of experience

Education Level

Bachelor’s Degree
High School/GED

Salary/Compensations

$70000 - $94000 annually

Benefits

Competitive, thoughtfully designed and quality benefits program

About the Company

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.
First Citizens Innovation Banking, formerly Silicon Valley Bank, serves some of the world's most innovative companies, investors, and entrepreneurs from start-up to scale and beyond.
With more than 40 years of experience supporting the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation-driven sectors, providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive.