Relationship Advisor II- Middle Market Banking

Silicon Valley Bank, in partnership with First Citizens, offers a diversified financial institution with a long tradition of service. The Relationship Advisor II is responsible for managing a portfolio of Commercial Banking Clients, focusing on client onboarding, servicing, and proactive solutioning to meet their financial needs.ResponsibilitiesLeads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor to understand client’s strategy and short – and long-term financial needsConducts onboarding activities to include: Leads client discussions to identify deposit and cash management needsPerforms product demos independentlySets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirementsGathers and validates all relevant legal documentation to adhere to KYC based on client’s legal entity typeCoordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation statusPost onboarding, proactively engages client to review services and ensure client understanding and utilizationMay assist more junior RAs with client onboardingAcknowledges and orchestrates fast resolution of in-bound service inquiriesTransitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolutionResearches and resolves complex client inquiries; ensure resolutions of solution solves client’s need and / or issueLeverages client’s service need as an opportunity to identify broader solutions to support client needsTakes initiative to resolve complex client inquiries before escalating to ManagerAdvises clients on risk mitigation strategies to combat money laundering and fraudManages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirementsLeads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controlsCollaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alertsCollaborates with client’s Relationship Manager and Product Advisor teams to remain apprised to short – and long – term client strategy; advises relationship team on client’s service themes and trendsProactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationshipsPerforms client account reviews and facilitates product discussions to support client short – and long – term financial needSkillsBachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experienceRetail branch banking experienceStrong experience building client relationshipsDemonstrated organizational skillsAble to prioritize tasks with effective time management in a fast-paced environmentStrong written and verbal communication skillsAble to work in a team environment and comfortable working independentlyBenefitsBenefits 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.Company OverviewSilicon Valley Bank offers business banking, lending, payments, venture debt, liquidity management, and global fund banking sloutions. It was founded in 1983, and is headquartered in Santa Clara, California, USA, with a workforce of 5001-10000 employees. Its website is https://www.svb.com.Company H1B SponsorshipSilicon Valley Bank has a track record of offering H1B sponsorships, with 42 in 2023, 126 in 2022, 138 in 2021, 98 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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