Relationship Advisor II- Technology Banking

Overview Hybrid role with expectation that time working will regularly take place inside and outside of our Austin, TX office. Responsibilities New Client Onboarding Leads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor to understand client’s strategy and short‑and long‑term financial needs. Conducts onboarding activities to include: Leads client discussions to identify deposit and cash management needs. Performs product demos independently. Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements. Gathers and validates all relevant legal documentation to adhere to KYC based on client’s legal entity type. Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status. Post onboarding, proactively engages client to review services and ensure client understanding and utilization. May assist more junior RAs with client onboarding. Client Servicing Acknowledges and orchestrates fast resolution of inbound service inquiries. Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution. Researches and resolves complex client inquiries; ensure resolutions of solution solves client’s need and/or issue. Leverages client’s service need as an opportunity to identify broader solutions to support client needs. Takes initiative to resolve complex client inquiries before escalating to Manager. Risk Advice Advises clients on risk mitigation strategies to combat money laundering and fraud. Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements. Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls. Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts. Client Success Collaborates with client’s Relationship Manager and Product Advisor teams to remain apprised to short‑and long‑term client strategy; advises relationship team on client’s service themes and trends. Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships. Performs client account reviews and facilitates product discussions to support client short‑and long‑term financial needs. Positions solutions within knowledge set, from qualify to close, for select deposit and cash management services. Qualifications Bachelor’s Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 years of experience. Preferred Demonstrated organizational skills Able to prioritize tasks with effective time management in a fast‑paced environment Strong written and verbal communication skills Able to work in a team environment and comfortable working independently Benefits Benefits are an integral part of total rewards. First Citizens Bank offers a competitive benefits program designed to meet our associates’ needs. #J-18808-Ljbffr Silicon Valley Bank