Overview

This position assists in maintaining relationships with client executives, supporting cross-selling efforts, and collaborating with cross-functional teams to enhance client experience. The role involves recommending and structuring basic credit and financing solutions for client needs. Also supports senior team members in ensuring controls are in place and helps identify potential risks within the business unit as well as helping support or lead company prospecting efforts. Ensures alignment and compliance with corporate strategy, internal policy, applicable laws, and regulations.
Responsibilities & Qualifications

Duties & Responsibilities:
Relationship Management and Portfolio Management - Serve as a relationship management contact for large portfolio of clients, identifying needs, working with internal partners to structure customized solutions to solve complex client issues. Ensure high quality products, service and platforms are available to clients, escalating issues as needed. Leverage growing expertise about core banking products, platforms, and services, to recommend appropriate solutions to meet client needs (SVB Go, financing solutions, private banking, wealth advisory, analytics, payments, cards, cash management).
Business Development and Relationship Expansion - Attend industry events regularly and help support more senior team members to curate small events to cultivate external network. Assist in both maintaining relationships with existing referral partners and external sources, helping to identify and engage qualified prospects while building the muscle for outbound prospecting and broader market development. Assist in recommending credit and financing solutions for client needs. Support senior team members in providing insights aligned with client needs and market trends. Partner with Credit Solutions, Senior Credit Officers and the Sales Originations teams as applicable to support the management and execution of credit deals (net new opportunities & modifications to existing borrowers).
Position Specific Skills:
Strong credit acumen
Knowledge of products & services
Qualifications:
Minimum Required Education and Experience: Bachelor's Degree and 2 years' experience OR High School Diploma or GED/Equivalent and 6 years' experience in
Preferred Education:Other
Preferred Area of Study:Finance, Economics, Business Administration, or related field; MBA or relevant advanced degree.
Preferred Area of Experience:Commercial Banking in Credit Solutions and/or Relationship Management, Venture Capital, Private Equity, Sales Originations.
Required Licenses or Certifications:
Preferred Licenses or Certifications:
Additional Information

Bachelor's Degree and 2 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology sectors OR High School Diploma or GED and 6 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology sectors.

Preferred Area of Study: Finance, Economics, Business Administration, or related field; MBA or relevant advanced degree
Preferred Area of Experience: Commercial Banking in Credit Solutions and/or Relationship Management, Venture Capital, Private Equity, Sales Originations License or Certification

Preferred Qualifications:

• 4 years of experience in Commercial banking, venture capital or Relationship Management and/or industry-specific knowledge in technology
• Strong credit acumen, Knowledge of products & services, and Venture-backed technology
• Highly effective person with people and relationships.
• Strong relationship management, negotiation, and marketing skills. Good closing skills. Strong focus and ownership on the overall client experience.
• Ability to build and maintain a network of business relationships, including the executive management of clients, prospects, and other referral sources.
• Knowledge of bank operations and products a plus.
• Bachelor's degree or equivalent related experience.

The base pay for this position is relative to your experience but the range is generally $142,125 - $189,500 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay.

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.