Relationship Advisor III

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Boston office.

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 banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.

Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

First Citizens Fund Banking, formerly SVB Global Fund Banking, is a premier fund finance partner to venture capital and private equity firms. With more than 40 years of experience, we deliver a comprehensive set of banking and lending solutions, valuable market insights, and curated industry connections to the most prestigious firms.

The Relationship Advisor III manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, case management, servicing and proactive client solutions.

As a key member of Relationship Management, the RA III plays an integral role in the client experience by supporting deposits, payments, and daily cash management needs while ensuring compliance and service excellence.

Responsibilities & Qualifications

• Duties & Responsibilities: Client Onboarding & Servicing
• Partners with Relationship Managers to independently manage onboarding and ongoing servicing needs for an assigned portfolio of fund banking clients.
• Serves as a primary service contact, navigating complex requests and taking ownership of issues from acknowledgment through resolution.
• Manages client requests through CRM, maintaining accurate documentation, timely follow-up, and adherence to service-level standards.
• Supports complex payment and digital banking needs, including wires, ACH, Bill Pay, and online banking access and functionality.
• Exercises sound judgment in prioritizing time-sensitive requests, resolving issues within established authority, and escalating appropriately.
• Cross-Functional Collaboration & Issue Resolution
• Coordinates across Operations, Fraud, Sanctions, FX, Product, and other partners to resolve complex client issues.
• Maintains ownership of client communication throughout the resolution process, providing clear updates and coordinating next steps across teams.
• Identifies recurring service issues and recommends improvements to workflows, handoffs, and the client experience.
• Helps clients understand applicable banking controls and fraud prevention practices, engaging appropriate specialists when needed.
• Proactive Client Support & Relationship Development
• Develops an understanding of each client’s fund structure, operating needs, and banking activity to anticipate service requirements.
• Partners with Relationship Managers on proactive outreach, identifying opportunities to improve clients’ use of banking products and services.
• Anticipates servicing needs associated with fund launches, capital calls, distributions, and other significant client events.
• Builds trusted relationships with client contacts through responsive service, accountability, and effective problem solving.
• Peer Support & Knowledge Sharing
• Serves as a resource for colleagues on complex servicing questions, banking products, and operational processes.
• Supports onboarding and development of team members through knowledge sharing, practical guidance, and peer coaching.
• Contributes to procedures, job aids, and team initiatives that strengthen service consistency and operational efficiency.
• Position Specific Skills: Builds productive relationships
• Critical thinking skills
• Strong written and verbal communication skills

Qualifications:

• Minimum Required Education and Experience: Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in
• Preferred: Progressive client service or relationship support experience in commercial banking, financial services, or investor services.
• Experience supporting private equity, venture capital, or other private capital fund clients.
• Strong working knowledge of commercial banking products, payment operations, treasury services, and digital banking platforms.
• Demonstrated success independently managing complex client requests and coordinating resolution across multiple teams.
• Ability to manage competing priorities and time-sensitive transactions with accuracy and attention to detail.
• Experience providing peer guidance, sharing subject matter expertise, or contributing to process improvements.
• Ability to independently manage a client portfolio and resolve complex servicing needs.
• Strong critical thinking, problem-solving, and prioritization skills.
• Sound judgement in balancing client needs, operational requirements, and risk controls.
• Strong written and verbal communication skills, including the ability to explain complex issues clearly.
• Ability to build productive relationships and coordinate effectively across teams.
• Accountability for follow-through, documentation, and timely resolution
• Additional Information
• The base pay for this position is relative to your experience but the range is generally
• $70,000- $90,000 per year. This position is eligible for variable compensation, which may be in the form of incentiv e or bonus pay
• , in addition to a competitive and comprehensive benefits program.
• 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.

Responsibilities

• Duties & Responsibilities: Client Onboarding & Servicing
• Partners with Relationship Managers to independently manage onboarding and ongoing servicing needs for an assigned portfolio of fund banking clients.
• Serves as a primary service contact, navigating complex requests and taking ownership of issues from acknowledgment through resolution.
• Manages client requests through CRM, maintaining accurate documentation, timely follow-up, and adherence to service-level standards.
• Supports complex payment and digital banking needs, including wires, ACH, Bill Pay, and online banking access and functionality.
• Exercises sound judgment in prioritizing time-sensitive requests, resolving issues within established authority, and escalating appropriately.
• Cross-Functional Collaboration & Issue Resolution
• Coordinates across Operations, Fraud, Sanctions, FX, Product, and other partners to resolve complex client issues.
• Maintains ownership of client communication throughout the resolution process, providing clear updates and coordinating next steps across teams.
• Identifies recurring service issues and recommends improvements to workflows, handoffs, and the client experience.
• Helps clients understand applicable banking controls and fraud prevention practices, engaging appropriate specialists when needed.
• Proactive Client Support & Relationship Development
• Develops an understanding of each client’s fund structure, operating needs, and banking activity to anticipate service requirements.
• Partners with Relationship Managers on proactive outreach, identifying opportunities to improve clients’ use of banking products and services.
• Anticipates servicing needs associated with fund launches, capital calls, distributions, and other significant client events.
• Builds trusted relationships with client contacts through responsive service, accountability, and effective problem solving.
• Peer Support & Knowledge Sharing
• Serves as a resource for colleagues on complex servicing questions, banking products, and operational processes.
• Supports onboarding and development of team members through knowledge sharing, practical guidance, and peer coaching.
• Contributes to procedures, job aids, and team initiatives that strengthen service consistency and operational efficiency.
• Position Specific Skills: Builds productive relationships
• Critical thinking skills
• Strong written and verbal communication skills

Qualifications:

• Minimum Required Education and Experience: Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in
• Preferred: Progressive client service or relationship support experience in commercial banking, financial services, or investor services.
• Experience supporting private equity, venture capital, or other private capital fund clients.
• Strong working knowledge of commercial banking products, payment operations, treasury services, and digital banking platforms.
• Demonstrated success independently managing complex client requests and coordinating resolution across multiple teams.
• Ability to manage competing priorities and time-sensitive transactions with accuracy and attention to detail.
• Experience providing peer guidance, sharing subject matter expertise, or contributing to process improvements.
• Ability to independently manage a client portfolio and resolve complex servicing needs.
• Strong critical thinking, problem-solving, and prioritization skills.
• Sound judgement in balancing client needs, operational requirements, and risk controls.
• Strong written and verbal communication skills, including the ability to explain complex issues clearly.
• Ability to build productive relationships and coordinate effectively across teams.
• Accountability for follow-through, documentation, and timely resolution

Qualifications

• The base pay for this position is relative to your experience but the range is generally
• $70,000- $90,000 per year. This position is eligible for variable compensation, which may be in the form of incentiv e or bonus pay
• , in addition to a competitive and comprehensive benefits program.
• 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.