Relationship Advisor II- Global Fund Banking
First Citizens, Phoenix, Arizona, United States, 85003
Overview
The Relationship Advisor II manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, case management, servicing and proactive client solutions. As a key member of Relationship Management, the RA II plays an integral role in the client experience by supporting deposits, payments, and daily cash management needs while ensuring compliance and service excellence. Responsibilities
Client Onboarding & Servicing
Partners with relationship team to support client onboarding and lifecycle needs Manages client requests through CRM, ensuring timely acknowledgement and resolution in line with service-level standards Supports clients with payment operations (wires, ACH, BillPay), including urgent escalations in partnership with Fraud and Sanctions teams
Cross-Functional Collaboration
Coordinates with Operations, Fraud, Sanctions, FX, and Product teams to resolve issues Advises clients on risk mitigations strategies to prevent money laundering and fraud
Proactive Client Support
Identifies opportunities based on client, stage, or activity, partnering with Relationship Managers for proactive touchpoints
Qualifications
Bachelor’s Degree with 2 years of experience in banking/financial, investor or customer services OR High School/GED with 5 years of experience. Preferred Skills
Client service or client support experience in financial services and products Strong familiarity with banking products and payment operations Demonstrated organizational skills with ability to manage multiple tasks in succession Strong communication and cross-functional collaboration skills Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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The Relationship Advisor II manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, case management, servicing and proactive client solutions. As a key member of Relationship Management, the RA II plays an integral role in the client experience by supporting deposits, payments, and daily cash management needs while ensuring compliance and service excellence. Responsibilities
Client Onboarding & Servicing
Partners with relationship team to support client onboarding and lifecycle needs Manages client requests through CRM, ensuring timely acknowledgement and resolution in line with service-level standards Supports clients with payment operations (wires, ACH, BillPay), including urgent escalations in partnership with Fraud and Sanctions teams
Cross-Functional Collaboration
Coordinates with Operations, Fraud, Sanctions, FX, and Product teams to resolve issues Advises clients on risk mitigations strategies to prevent money laundering and fraud
Proactive Client Support
Identifies opportunities based on client, stage, or activity, partnering with Relationship Managers for proactive touchpoints
Qualifications
Bachelor’s Degree with 2 years of experience in banking/financial, investor or customer services OR High School/GED with 5 years of experience. Preferred Skills
Client service or client support experience in financial services and products Strong familiarity with banking products and payment operations Demonstrated organizational skills with ability to manage multiple tasks in succession Strong communication and cross-functional collaboration skills Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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