Relationship Advisor II - Global Fund Banking- Global Gateway

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix 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 II 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 II plays an integral role in the client experience by supporting deposits, payments, and daily cash management needs while ensuring compliance and service excellence.

This position supports Global Gateway Venture Funds and Private Equity clients located outside US- flexibility may be required in hours worked due to the international location of our clients.

Responsibilities & Qualifications

• Duties & Responsibilities: Client Onboarding & Servicing
• Partners with relationship team to support client onboarding and lifecycle needs
• Manages client requests through CRM, ensuring timely acknowledgement and resolution in line with service-level standards
• Supports clients with payment operations (wires, ACH, BillPay), including urgent escalations in partnership with Fraud and Sanctions teams
• Cross-Functional Collaboration
• Coordinates with Operations, Fraud, Sanctions, FX, and Product teams to resolve issues
• Advises clients on risk mitigations strategies to prevent money laundering and fraud
• Proactive Client Support
• Identifies opportunities based on client, stage, or activity, partnering with Relationship Managers for proactive touchpoints
• Position Specific Skills: Builds productive relationships
• Critical thinking skills
• Strong written and verbal communication skills
• Bachelor’s Degree with 1 years of client service experience in banking/financial/investor services role, OR High School/GED with 5 years of experience.
• Preferred Skills
• Client service or client support experience in financial services and products
• Strong familiarity with banking products and payment operations
• Demonstrated organizational skills with ability to manage multiple tasks in succession
• Strong communication and cross-functional collaboration skill
• Mandarin language proficiency preferred. Ability to communicate effectively in both English and Mandarin
• Additional Information
• 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 team to support client onboarding and lifecycle needs
• Manages client requests through CRM, ensuring timely acknowledgement and resolution in line with service-level standards
• Supports clients with payment operations (wires, ACH, BillPay), including urgent escalations in partnership with Fraud and Sanctions teams
• Cross-Functional Collaboration
• Coordinates with Operations, Fraud, Sanctions, FX, and Product teams to resolve issues
• Advises clients on risk mitigations strategies to prevent money laundering and fraud
• Proactive Client Support
• Identifies opportunities based on client, stage, or activity, partnering with Relationship Managers for proactive touchpoints
• Position Specific Skills: Builds productive relationships
• Critical thinking skills
• Strong written and verbal communication skills
• Bachelor’s Degree with 1 years of client service experience in banking/financial/investor services role, OR High School/GED with 5 years of experience.
• Preferred Skills
• Client service or client support experience in financial services and products
• Strong familiarity with banking products and payment operations
• Demonstrated organizational skills with ability to manage multiple tasks in succession
• Strong communication and cross-functional collaboration skill
• Mandarin language proficiency preferred. Ability to communicate effectively in both English and Mandarin

Qualifications

• 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.
• $