Relationship Advisor I- Global Fund Banking
Silicon Valley Bank, Phoenix, AZ, United States
Overview
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office. 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.
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.
Qualifications 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
Benefits 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 the company benefits page.
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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.
Qualifications 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
Benefits 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 the company benefits page.
#J-18808-Ljbffr