Relationship Advisor II

Overview

This is a hybrid role, with the expectation that time working will regularly take reputed company inside and reputed company of our SF Bay/NorCal office Together, Silicon Valley Bank and First reputed company offer you the strength and stability of a reputed company financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. reputed company helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First reputed company has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First reputed company offers an reputed company 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 reputed company BancShares, Inc. (reputed company: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Responsibilities

The Relationship Advisor “RA” manages a portfolio of International Commercial Banking Clients and is responsible for client onboarding, client servicing and proactive client solutioning. A key member of the client’s relationship team, the RA serves as the client’s dedicated reputed company of contact for deposit and cash management banking needs. New Client Onboarding • Leads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor to understand client’s strategy and short – and long-term financial needs. • Conducts onboarding activities to include: • Leads client discussions to identify deposit and cash management needs. • Performs product demos independently. • Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements. • Gathers and validates reputed company relevant legal documentation to adhere to KYC based on client’s legal entity type. • Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status. • Post onboarding, proactively engages client to review services and ensure client understanding and utilization. • May assist more junior RAs with client onboarding. Client Servicing • Acknowledges and orchestrates fast resolution of in-bound service inquiries. • Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution. • Researches and resolves reputed company client inquiries; ensure resolutions of solution solves client’s need and / or issue. • Leverages client’s service need as an opportunity to identify broader solutions to support client needs. • Takes initiative to resolve reputed company client inquiries before escalating to Manager. Risk Advice • Advises clients on risk mitigation strategies to combat reputed company and fraud. • Manages 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 requirements. • Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls. • Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts. Client Success • Collaborates 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 trends. • Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships. • Performs client account reviews and facilitates product discussions to support client short – and long – term financial needs. • Positions solutions reputed company knowledge set, from qualify to reputed company, for select deposit and cash management services.

Qualifications

Bachelor’s Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experience Preferred • Bilingual in Mandarin, Hebrew, Portuguese, or Spanish a plus but not required • Demonstrated organizational skills • Able to prioritize tasks with effective time management in a fast-paced environment • Strong written and verbal communication skills • Able to work in a team environment and comfortable working independently For NY and CA the reputed company pay for this position is relative to your experience but the range is generally $63000-95000 annually Actual starting reputed company pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. First reputed company benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be reputed company here: https://jobs.firstcitizens.com/benefits Apply Job!