Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Santa Monica office.

Responsibilities & Qualifications

The Corporate Banking Relationship Management team is responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships, deepening relationships with key positions in late-stage companies, and serving as a thought leader in advisory sales. Advises senior leaders in late-stage companies and provides beneficial referrals by cross selling across the entire commercial platform to address client business needs; orchestrating cross-functional teams to optimize the client experience; and building real relationships to differentiate the bank with all key influencers in the technology ecosystem. Ensures controls are in place, managed, addressed, and elevates and mitigates any emerging risks within the team across the business unit.

• Supporting the positioning, advising, originating, selling and negotiation of financing solutions for Corporate Banking clients.
• Partnering with SVB Credit Solutions team to work through concept packages, underwriting and portfolio management of credit facilities and strategic conversation with SVB Credit partners including at times jumping in to help with modelling, memo write up and diligence calls with clients.
• Build deep relationships with prospects and existing clients at all levels of the finance and treasury team to ensure we have multiple contact points and are supporting the prospect or client in all their needs. Ensure we are proactive in cross sell opportunities.
• Responsible for new business development, expansion of existing relationships, and advancement of the SVB brand in market, including identifying and hosting unique events both for personal engagement, as well as professional development to connect with clients, prospects, and relevant referral sources. These are done in partnership within market leadership.
• Maintain a pulse on the technology ecosystem, trends, and identify how they would impact clients and prospects.

Fundamental knowledge base of all non-credit related banking products, including capital markets, FX, trade finance, liquidity, asset management, private banking, and cash management services. Expertise in proactively identifying banking solutions and products and developing and closing cross-selling opportunities within assigned portfolio as well as managing internal stakeholders throughout delivery of platform to clients. Managing successful brand delivery to the client and acting as an owner to follow through on client needs and building relationships.

Position Specific Skills:
Strong credit acumen

Business relationship management
Banking regulations and compliance understanding
Venture-backed technology and healthcare companies and solutions

Qualifications

Bachelor's degree and 4 years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role or High School diploma or GED with 8 years of experience.

Preferred Qualifications:

• 6 years of experience in commercial banking, venture capital or Relationship Management and/or industry-specific knowledge in technology, life sciences and healthcare.
• Bachelor's Degree
• Strong relationship management and ability to engage with clients.
• Strong focus and ownership of the overall client experience.
• Ability to work with remote resources and take ownership of tasks to drive to results based outcomes.
• Strong interest and experience focused on the Innovation economy and Venture Capital/Private Equity space.
• Ability to promote strong risk culture and sustainable risk/return thinking.

Additional Information

The base pay for this position is generally between $160,000 - $213,000 annually. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

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.