First Citizens Bank

SVB - Relationship Manager I, Tech Banking

First Citizens Bank$125K — $181K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree and 2 years of experience in Commercial Banking or Relationship Management, OR High School Diploma with 6 years of relevant experience.
  • Preferred fields of study include Finance, Economics, or Business Administration; MBA or relevant advanced degree is a plus.
  • 4 years of experience in Commercial banking, venture capital, or technology-specific Relationship Management is preferred.
  • Strong credit acumen and knowledge of bank products and services, particularly in the venture-backed technology sector.
  • Excellent relationship management, negotiation, and closing skills, with a focus on client experience.

Responsibilities

  • Manage client relationships as the primary contact for a large client portfolio, identifying needs and structuring tailored solutions.
  • Drive business development by leveraging industry expertise and leading events to expand networks and generate qualified leads.
  • Collaborate with cross-functional teams to achieve corporate goals, mentoring team members in client relationship and financial solutions skills.
  • Ensure compliance with corporate strategy and regulations while implementing effective risk control measures.
  • Provide strategic insights that align client needs with market trends and financial solutions.

Benefits

  • Comprehensive benefits program designed to meet associates' needs.
  • Eligibility for variable compensation through incentives, bonuses, or commissions.
  • Professional development opportunities to enhance skills and career growth.
Full Job Description
Overview

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

This position will build relationships with C-Suite executives, expand existing client relationships, and build strong connections with key market influencers. Responsibilities include ensuring controls are in place and mitigating risks across the business unit while maintaining compliance with corporate strategy, internal policy, applicable laws, and regulations.

Responsibilities

  • Client Relationship Management - Serve as primary 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. Leverage knowledge 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 Growth - Leverage industry sector expertise and thought leadership, drive and lead industry events to cultivate external network. Generate and foster strong network of referral partners/external sources, generating qualified prospects. Leveraging deep expertise in their sector and industry, position recommend, advise, originate, and negotiate credit and financing solutions and structure for client needs. Provide strategic insights aligned with client needs and market trends.
  • Cross-functional Collaboration and Leadership - Lead team interactions with key cross functional partners. Collaborate with appropriate business units to achieve success drivers and corporate goals. Mentor and guide team members to further develop their client relationship, business development and financial solutions skills.

Qualifications

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 $125,000-$181,600 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.

About First Citizens Bank

First Citizens Bank is a regional bank that provides a range of financial services to individuals and businesses. The bank offers checking and savings accounts, loans, mortgages, credit cards, and investment services, as well as online and mobile banking. First Citizens Bank operates more than 500 branches in 19 states and the District of Columbia. The bank was founded in 1898 and is headquartered in Raleigh, North Carolina.
Learn more about First Citizens Bank
Size
6,000 employees
Industry
Founded
1898

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