SVB - Relationship Service Advisor- Global Fund Banking
📋 Role Overview & Responsibilities
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.
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.
Responsibilities
The Relationship Service Advisor “RSA” supports / manages a portfolio of borrowing and non-borrowing clients and is responsible for product and account servicing.
A key member of Relationship Management, the RSA serves as support for client deposit and cash management banking needs.
This individual will be responsible for the following essential functions:
Internal Partner Servicing
Partners with relationship advisor to facilitate new entity and account openingsPerforms onboarding activities to include:Inputs client data to open new accounts and servicesValidates and reviews documentation received for accuracy and completenessCoordinates hands offs to centralized teams for QC and implementationInforms 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 servicesUpdate client records to maintain accurate KYC detailsGather 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 productsHigh-level familiarity of banking productsDemonstrated organizational skillsAbility to multi-task and complete multiple tasks in succession
Frequently Asked Questions
How do I apply for the SVB - Relationship Service Advisor- Global Fund Banking position at Silicon Valley Bank? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Silicon Valley Bank without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Phoenix, AZ with potential relocation and sponsorship assistance depending on candidate qualifications.
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