What are the responsibilities and job description for the Relationship Advisor I- Global Fund Banking position at Silicon Valley Bank?
Overview
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office.
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.
A Relationship Advisor I (RA) assists in-market RA’s by performing a designated list of onboarding and maintenance tasks on behalf of their Venture Capital and Private Equity clients. Some of these tasks require them to interface directly with clients to do the end-to-end processing. Other tasks are those that were previously handled by the in-market RA but were moved in order to create bandwidth for them and allow them to focus on more complex activities and/or more strategic clients. The RA I role is critical to providing the support needed to ensure clients receive high touch service from SVB.
Responsibilities
Bachelor’s degree and 1 year of professional experience in banking, finance or customer service or High School diploma/GED and 3 years of experience
Preferred
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office.
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.
A Relationship Advisor I (RA) assists in-market RA’s by performing a designated list of onboarding and maintenance tasks on behalf of their Venture Capital and Private Equity clients. Some of these tasks require them to interface directly with clients to do the end-to-end processing. Other tasks are those that were previously handled by the in-market RA but were moved in order to create bandwidth for them and allow them to focus on more complex activities and/or more strategic clients. The RA I role is critical to providing the support needed to ensure clients receive high touch service from SVB.
Responsibilities
- Client Onboarding - Partners with RA 2/3/Sr to support client’s onboarding journey. May include collecting documentation and performing data entry to onboarding/ticketing platform.
- Client Servicing - Takes ownership of servicing activities with guidance from RA 2/3/Sr including opening and closing accounts, updating client records and performance designated maintenance tasks.Risk Advice - Supports RA 2/3/Sr in BSA/AML processes; follows all procedures related to risk mitigation including Client Authentication, Cashier’s Checks, Bank Deposit Agreement signer changes, etc.
- Client Success - Engages Manager and/or RA partners to address client needs.
Bachelor’s degree and 1 year of professional experience in banking, finance or customer service or High School diploma/GED and 3 years of experience
Preferred
- Strong attention to detail
- Ability to work within a team environment
- Proficiency in MS Office
- Client service experience and/or client support in financial services and/or products
- High-level familiarity of banking products
- Demonstrated organizational skills
- Ability to multi-task and complete multiple tasks in succession
