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SVB - Relationship Service Advisor- Global Fund Banking - Phoenix, United States - First Citizens Bank
Description
Overview:
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.
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.
Responsibilities:
The Relationship Service Advisor "RSA" supports / manages a portfolio of borrowing and non-borrowing clients and is responsible for product and account servicing.
This individual will be responsible for the following essential functions:
Internal Partner Servicing
Partners with relationship advisor to facilitate new entity and account openings
Performs onboarding activities to include:
Inputs client data to open new accounts and services
Validates and reviews documentation received for accuracy and completeness
Coordinates hands offs to centralized teams for QC and implementation
Informs RAs on process requirements to proceed with client requests
Client Servicing
Acknowledge and orchestrate resolution of in-bound service tasks received from client or Relationship Advisor.
Facilitates servicing activities to include:
Notify clients of non-time sensitive account related items
Add, maintain, close accounts (inclusive of deposit, savings, liquidity products)
Maintain and close simple cash management product and services
Update client records to maintain accurate KYC details
Gather and review applicable documentation related to servicing requests
Qualifications:
Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service or High School/GED with 2-5 years of experience.
Preferred Skills:
Client service experience and/or client support in financial services and/or products
High-level familiarity of banking products
Demonstrated organizational skills
Ability to multi-task and complete multiple tasks in succession
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