Embracing Hybrid Roles: The Relationship Advisor I at Silicon Valley Bank and First Citizens
The conventional nature of work is ever-evolving, with organizations increasingly embracing hybrid roles to maximize efficiency. One such role is that of the Relationship Advisor I (RA) at Silicon Valley Bank and First Citizens. This position, based in their Tempe office, involves regular internal and external work, promising a dynamic career experience.
A Partnership for Strength and Stability
Silicon Valley Bank and First Citizens have joined forces to offer you the best of both worlds. Combining Silicon Valley Bank’s innovation and First Citizens’ 125-year legacy of service, this partnership offers the resilience of a diversified financial institution with the personalized approach of a nimble financial partner.
First Citizens Bank, headquartered in Raleigh, N.C., has built a rich legacy of strength, stability, and long-term thinking that has transcended generations. Offering an array of general banking services, First Citizens Bank has a network of over 550 branches in 23 states. It provides top-tier lending, leasing, and other financial services across the coast. This is all supported by its parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), a leading U.S. financial institution with more than $200 billion in assets.
The Role of a Relationship Advisor I
The RA’s role is to assist in-market RAs by performing a designated list of onboarding and maintenance tasks on behalf of their Venture Capital and Private Equity clients. These tasks involve direct client interface for end-to-end processing. Some tasks, previously handled by the in-market RA, have been moved to create bandwidth and allow the in-market RA to focus on more complex activities and strategic clients. Thus, the RA I role is critical to providing the high touch service that clients expect from SVB.
Key Responsibilities
The RA’s responsibilities include:
- Client Onboarding – Partners with RA 2/3/Sr to support the client’s onboarding journey. This may include collecting documentation and performing data entry to the onboarding/ticketing platform.
- Client Servicing – Takes ownership of servicing activities with guidance from RA 2/3/Sr. This includes opening and closing accounts, updating client records, and performing designated maintenance tasks.
- Risk Advice – Supports RA 2/3/Sr in BSA/AML processes, following all procedures related to risk mitigation.
- Client Success – Engages Manager and/or RA partners to address client needs.
Qualifications and Skills Required
The ideal candidate for the RA I role should possess a Bachelor’s degree and 1 year of professional experience in banking, finance, or customer service. Alternatively, candidates with a High School diploma/GED and 3 years of experience in the same fields are also considered.
Preferred Attributes
Additional attributes that are preferred for this role include:
- 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 with banking products
- Demonstrated organizational skills
- Ability to multitask and complete multiple tasks in succession
Benefits and Compensation
First Citizens Bank recognizes the importance of benefits as part of total rewards. The organization is committed to offering a competitive, well-curated, and quality benefits program to meet the needs of its associates. More information about the benefits can be found here.
With its blend of traditional banking strength and modern financial services, the hybrid role of the Relationship Advisor I at Silicon Valley Bank and First Citizens provides a unique opportunity for aspiring banking professionals. For more details about the role, visit Here.
