Overview:

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

Hybrid opportunity for individuals in New York Market 

Directly manage Relationship Advisors accountable for onboarding and servicing deposit and cash management needs for Start Up Banking clients in the Commercial Bank.

Drive buildout of the SUB RA team and support established key initiatives.

Responsibilities:

With guidance from the Managing Director/Director, Relationship Advisors, this individual will be responsible for the following essential functions:

Essential Functions:

Coach & develop team

Directly lead a team of SUB RAs accountable for servicing of Start Up Banking Commercial Bank clients

Individual will be accountable for:Onboard & train new SUB RAs to support the SUB client base

Ensure team has knowledge of client base, appropriate products solutions, and how to service client requests while training team to act on proactive client calling strategies appropriate for the SUB client population.

Develop team against defined Relationship Advisor competency framework, ensuring proficiency within role while developing team to support advancement within Relationship Advisory job family

Deploy & monitor team’s performance against established goals, ensuring understanding of metric and supporting tools to achieve team goals

Oversee & monitor team’s execution

Given SUB RAs are assigned book of clients to service, this individual will:Partner with SUB leaders to distribute Relationship Advisor books

Partner with SUB leaders to re-balance client portfolios across team when no. of clients and / or client volumes expand SUB RA bandwidth to delivering established client service levels and SLAs

Assess SUB RAs ability in understanding client needs in tandem to both a mostly reactive engagement model. There will be some level of proactive engagement with clients/prospects in a meaningful way and as defined by the SUB RA strategy

Mobilizes team in different ways when growth exceeds capacity

Ensure team executes on onboarding & service tasks within Service Level Agreements “SLAs” while meeting client needs

Influence team’s service strategy

As the team’s Manager, this individual will:Engage with Relationship Management leaders to ensure understanding of client segment’s long-term strategy

Deploy service strategies that align to long-term goals of the business

Identify how Relationship Management, Credit, Product Sales, and CAS work in conjunction with SUB RAs to deliver product / platform of SVB; partner with SUB leadership to deploy

Build critical partnerships

As this role works in conjunction with Relationship Management, this individual is accountable for:

Ensuring SUB RAs are utilized effectively to onboard and service deposit and cash management needs of SUB relationshipsRaising early to Relationship team / leaders escalated client inquiries

Identify growing client volume; problem solve who is best to service; partner with SUB leadership to deploy changes

Individual will be expected to partner with several operational partners as outlined below; when desired client outcomes aren’t achieved:Wire Operations: ensuring wire teams understand the urgency of fundings / deal closings

SUB Support and Account Fulfillment: ensuring a clear and agreed upon Service Level Agreement to deliver on key tasks in SUB

Compliance / KYC; ensuring FLOD and SLOD teams understand nature of business, type of client account onboardings, etc.

Decisions:

Utilizes independent judgement in building relationships and driving business outcomes. Identifies new ways of working and partners with more Senior Leaders to drive decisions. 

Inserts himself/herself as a decision maker within Relationship Advisor and Relationship Management to ensure exceptional service of clients

Recommendations:

Recommendations for changes to task management

Recommendations for reprioritizing team / client work

Recommendations for adds to staff where team bandwidth is challenged

Knowledge:

Demonstrate knowledge of prospect / client relationship management

Knowledge managing teams with high production volumes

Knowledge of client service

Knowledge of commercial bank / private equity & venture capital and / or knowledge of deposit and cash management services

Skills:

Ability to identify problems and new ways of working

Good time management and attention to detail

Flexibility in learning new topics, handling change and deadlines

Qualifications:

Bachelor’s Degree with a minimum of 5+ years of experience in banking/financial services industry or customer service experience OR High School/GED with a minimum of 9+ years of experience in banking/financial services industry or customer service.

For NY the base pay for this position is relative to your experience but the range is generally $(phone number removed) – $(phone number removed) per year.

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