Commercial Banking Associate I -National Small Business

We need to output HTML fragment with sections: About the role? The posting includes Overview (company description) and responsibilities & qualifications. We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We have overview (company description) maybe "About the role". We have responsibilities (list). We have qualifications (list). We have skills (list). We have pay (salary ranges). We have benefits (mention). No schedule info. So we should not include Schedule section. We must not repeat job title as heading. No Job ID. Remove boilerplate. We need to preserve all substantive info. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to extract duties/responsibilities: The text under "Responsibilities & Qualifications Duties & Responsibilities:" includes bullet-like sentences separated by periods. We'll turn each sentence into

• . Also there are sub-sections: Portfolio Management & Client Service, Client & Market Engagement, Position Specific Skills. Those could be separate sections: Responsibilities, Skills maybe. We need to decide sections: About the role (overview), Responsibilities, Qualifications, Skills, Pay, Benefits. We must not create sections with filler like "commensurate with experience". We have pay ranges specific. We need to include benefits: mention "competitive and comprehensive benefits program" and link. We'll put that in Benefits section as

  with link. We need to ensure we don't duplicate content. Let's parse: Overview paragraph: "This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Nor Cal, Phoenix office or Boston office. Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial finance expertise delivering best-in-class lending, leasing and other financial services coast to coast. Other specialty groups include syndications, TMT, Commercial Real Estate, Energy, Healthcare, Equipment Finance, and Sponsor Finance. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. The National Small Business portfolio manages legacy clients from across the SVB ecosystem, while also supporting, onboarding and nurturing our Seed Stage clients. NSB supports the largest team codes and has the most diverse client base within the organization. The NSB Associate I role is an entry-level function responsible for assisting with portfolio management, client onboarding, tracking portfolio regulatory issues and supporting cross-sell opportunities. This role supports the VP and/or Director/Managing Director and involves collaborating with cross-functional SVB teams, with the goal of orchestrating a superior client experience and maximizing support of client relationships." We can put that as About the role (maybe "About the role"). Responsibilities: The bullet list under "Duties & Responsibilities:" includes: - SVB Platform & Relationship Management Support MDs, Directors, and VPs in the delivery of the overall client experience. This includes assisting with client onboarding, cash management products, and coordinating internal communications for quick response to client inquiries. - Build a strong foundational understanding of SVB Startup Banking products and services, along with the broader SVB Platform. - With guidance from the VP, analyze and manage internal and external data sources to identify top clients, prospects, and potential cross-sell opportunities, predict fundraising needs, and extract industry trends. - Engage with clients for due diligence, and regulatory and information completeness requests. Review with senior team members. - Portfolio Management & Client Service Facilitate new client onboarding journey though client service. - Support client engagement and outreach. - Participate and support local events to build their own brand as a trusted source and represent the organization in-market. - Help increase customer satisfaction (NPS) across the portfolio. - Client & Market Engagement Entry-level understanding of market dynamics. Start developing a network of peers, both internally and externally, within the tech ecosystem. - Assist with the expansion of existing relationships with a variety of levels of influencers at the client. As appropriate, this includes (but is not limited to) building relationships with client teams and working with relevant client team members as we expand our working relationship. - May attend industry events for further education about the markets and clients we serve. - Work independently and with Sales Operations to identify new prospects and opportunities within the assigned market. We can treat each bullet as

• . Some sentences are long; we can keep as is. Qualifications: Under "Qualifications" heading: "Bachelor’s degree with 1 year of client facing experience with a financial services institution or High School diploma/GED with 2 years of experience". Then "Preferred" bullet list: "Strong interest in the tech startup ecosystem", "Exhibit strong organizational and time management skills including excellent attention to detail and verbal, written, and interpersonal communication skills.", "Stay hyper-focused on the overall client experience with ability to take ownership of and drive processes but also recognize when to escalate or engage others.", "Use critical thinking skills to support VPs, Directors and MDs when executing recommendations and actions related to pipeline and portfolio management.", "Strong writing and communication skills are essential.", "Demonstrate a self-aware approach to engaging with the team, showing respect, follow-up ability and curiosity to A self-driven desire to seek bank-provided tools and build relationships internally and externally will help the individual succeed." We need to separate Qualifications (required) and maybe Skills? The "Preferred" list includes skills. Could treat as Skills section. But we have also "Position Specific Skills" earlier: "Account management Communication (written and verbal) Build productive relationships". That's a short list. We could have sections: Responsibilities, Qualifications, Skills, Pay, Benefits. Qualifications: required education/experience. Skills: combine Position Specific Skills and Preferred skills. Let's extract Position Specific Skills: "Account management Communication (written and verbal) Build productive relationships". That's three items maybe: Account management, Communication (written and verbal), Build productive relationships. Preferred list items: we can treat as skills as well. We'll create Skills
  with those items. Pay: we have two location-based ranges: SF: $75,000 - $99,000 per year. Boston: $71,000 - $95,000 per year. Also mention variable compensation eligibility. We'll put in Pay section. Benefits: mention "competitive and comprehensive benefits program" and link. We must not include Schedule. Now produce HTML:

  About the role

  ...overview text...

  Responsibilities

  • ... each bullet ...

  Qualifications

  Bachelor’s degree with 1 year of client facing experience with a financial services institution or High School diploma/GED with 2 years of experience.

  Skills

  • Account management
  • Communication (written and verbal)
  • Build productive relationships
  • Strong interest in the tech startup ecosystem
  • Exhibit strong organizational and time management skills including excellent attention to detail and verbal, written, and interpersonal communication skills.
  • Stay hyper-focused on the overall client experience with ability to take ownership of and drive processes but also recognize when to escalate or engage others.
  • Use critical thinking skills to support VPs, Directors and MDs when executing recommendations and actions related to pipeline and portfolio management.
  • Strong writing and communication skills are essential.
  • Demonstrate a self-aware approach to engaging with the team, showing respect, follow-up ability and curiosity to A self-driven desire to seek bank-provided tools and build relationships internally and externally will help the individual succeed.

  Pay

  If hired in San Francisco, the base pay range is generally $75,000 - $99,000 per year. If hired in Boston, the base pay range is generally $71,000 - $95,000 per year. This position is eligible for variable compensation in the form of incentive or bonus pay.

  Benefits

  First Citizens Bank offers a competitive and comprehensive benefits program. More information can be found at https://jobs.firstcitizens.com/benefits.

  Check for any repeated content: Ensure we didn't miss any responsibilities like "SVB Platform & Relationship Management Support MDs, Directors, and VPs in the delivery of the overall client experience. This includes assisting with client onboarding, cash management products, and coordinating internal communications for quick response to client inquiries." That's one bullet. We need to ensure we captured all bullet sentences. Let's list them again with exact phrasing: 1. "SVB Platform & Relationship Management Support MDs, Directors, and VPs in the delivery of the overall client experience. This includes assisting with client onboarding, cash management products, and coordinating internal communications for quick response to client inquiries." 2. "Build a strong foundational understanding of SVB Startup Banking products and services, along with the broader SVB Platform." 3. "With guidance from the VP, analyze and manage internal and external data sources to identify top clients, prospects, and potential cross-sell opportunities, predict fundraising needs, and extract industry trends." 4. "Engage with clients for due diligence, and regulatory and information completeness requests. Review with senior team members." 5. "Portfolio Management & Client Service Facilitate new client onboarding journey though client service." 6. "Support client engagement and outreach." 7. "Participate and support local events to build their own brand as a trusted source and represent the organization in-market." 8. "Help increase customer satisfaction (NPS) across the portfolio." 9. "Client & Market Engagement Entry-level understanding of market dynamics. Start developing a network of peers, both internally and externally, within the tech ecosystem." 10. "Assist with the expansion of existing relationships with a variety of levels of influencers at the client. As appropriate, this includes (but is not limited to) building relationships with client teams and working with relevant client team members as we expand our working relationship." 11. "May attend industry events for further education about the markets and clients we serve." 12. "Work independently and with Sales Operations to identify new prospects and opportunities within the assigned market." We'll put each as
  • . Now Qualifications: required: "Bachelor’s degree with 1 year of client facing experience with a financial services institution or High School diploma/GED with 2 years of experience." We could also include that it's entry-level? Already in overview. Now Skills: we included Position Specific Skills and Preferred list. Check Preferred list items exactly: - "Strong interest in the tech startup ecosystem" - "Exhibit strong organizational and time management skills including excellent attention to detail and verbal, written, and interpersonal communication skills." - "Stay hyper-focused on the overall client experience with ability to take ownership of and drive processes but also recognize when to escalate or engage others." - "Use critical thinking skills to support VPs, Directors and MDs when executing recommendations and actions related to pipeline and portfolio management." - "Strong writing and communication skills are essential." - "Demonstrate a self-aware approach to engaging with the team, showing respect, follow-up ability and curiosity to A self-driven desire to seek bank-provided tools and build relationships internally and externally will help the individual succeed." Note the last item seems to have a weird phrase: "cur