Relationship Advisor II- Start Up Banking

Responsibilities

• New Client Onboarding
• Leads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor.
• Identifies deposit and cash management needs through client discussions.
• Conducts product demos independently.
• Validates and gathers all relevant legal documentation for KYC compliance.
• Coordinates with centralized support teams for fulfillment of client product needs.
• Keeps client informed about implementation status.
• Follows up post-onboarding to review services and ensure client understanding and utilization.
• Client Servicing
• Acknowledges and resolves in-bound service inquiries promptly.
• Transitions tasks to support teams for management and resolution.
• Researches and resolves complex client inquiries.
• Identifies and implements broader solutions to support client needs.
• Risk Advice
• Advises clients on risk mitigation strategies against money laundering and fraud.
• Manages internal KYC for new client onboardings.
• Collaborates with Relationship Manager and operational partners to triage alerts.
• Client Success
• Remains apprised of client’s short- and long-term strategy.
• Advocates for client needs within the relationship team.
• Identifies and pursues opportunities to support client needs.
• Conducts proactive client touchpoints to strengthen relationships.
• Performs client account reviews and facilitates product discussions.

Qualifications

• Bachelor’s Degree with 1 year of experience in banking/financial services industry or customer service experience.
• High School/GED with 5 years of experience.
• Demonstrated organizational skills.
• Effective time management in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to work in a team environment and independently.

Pay

The base pay for this position is relative to your experience, with a range generally between $67,350 - $89,800 annually. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.

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 https://jobs.firstcitizens.com/benefits.