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.
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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 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
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