Overview:

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

The Sr Portfolio & Relationship Manager is responsible for portfolio and relationship management. Acquires, expands and retains client relationships across various sectors. Creates and implements the service delivery and retention strategy for the Bank's highest valued clients. Works collaboratively with various sales partners to build and manage banking relationships to ensure clients' needs are met. Manages and executes strategies related to the investment portfolio to maximize returns without taking on undue risk. Ensures alignment and compliance with corporate strategy, internal policy, applicable laws, and regulations.

Responsibilities:

Sales - Originate and cultivate commercial factoring relationships positioning the Bank as the primary / lead bank. Delivers a full suite of commercial factoring as well as other products and services. Serve as the primary relationship management contact identifying client needs, working with internal industry verticals and product owners to structure customized solutions and ensure high quality service. Understand market, pricing and industry trends operating as a trusted advisor to clients.

Business Support - Supports the development, revision, and implementation of compliant and effective strategies, policies, standards, and procedures, as it relates to investment portfolios and relationship management. Advises on strategies to ensure risks are properly identified and portfolio composition is aligned with overall Bank balance sheet and appropriate for various economic environments. Monitors changes in the economy and macroeconomic environment and advises executive management on potential opportunities to enhance shareholder return.

Client Service - Foster collaborative partnerships that deliver value for clients, customers, prospects, and colleagues. Work collaboratively across the Bank delivering factoring and other commercial products and services. Leverage the Bank's digital & technology platforms to deliver exceptional client service. In coordination with marketing, design and execute on targeted marketing efforts on centers of influence and client events. Have in-depth understanding of credit worthiness of clients and bank credit policies to be able to represent them in internal discussions.

Qualifications:

Bachelor's Degree and 6 years of experience in Financial Services OR High School Diploma or GED and 10 years of experience in Financial Services

Preferred Area of Experience: Commercial Banking, Factoring, Asset Based Lending

The base pay for this position is generally between $(phone number removed)  and $(phone number removed). 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.

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: (url removed).