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First Citizens Bank
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  • Overview Are you a people person? Be a First Citizens person. Join ou... Read More
    Overview Are you a people person? Be a First Citizens person. Join our branch team and make a difference. As an Operations Services Supervisor at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. Processes teller transactions and other customer service requests. Facilitates customer awareness and education of bank capabilities, tools and resources. Responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a branch team. A successful candidate will demonstrate: Management Skills: Capable of managing and developing members on a team to ensure operational soundness Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology and can effectively relay those changes to the team Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to support direct reports in daily tasks Influence: Capable of building rapport with different personalities to drive positive results Agility: Able to process information and move quickly through problem resolution Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation with different audiences Responsibilities * Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. * Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. * Team Leadership - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Leverages the expertise of Bank partners, other managers, and team to accomplish business goals. Qualifications Bachelor's Degree and 1 year of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations management Preferred Area of Experience: Management or supervisory experience in banking Skill(s): Financial literacy, Knowledge of retail banking products and services, Operations Management 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. Read Less
  • Overview This is a remote role that may only be hired in the followin... Read More
    Overview This is a remote role that may only be hired in the following location: AZ We are looking for candidates who are within 50 miles of our location: 4950 S. 48th Street, Phoenix, AZ 85040 First Citizens Bank is hiring multiple full-time Customer Service Representatives in our inbound Customer Engagement Center for remote positions. Associates have the opportunity to work remotely but that may be adjusted at any time based on business-related or performance-based reasons. Are you looking for a fun and exciting career in the Financial Services Industry? Are you someone who values integrity? Are you someone who wants to help valuable customers and resolve issues? Are you looking for stability? Based on the nature of our business, the Bank has certain restrictions on hiring people with criminal histories involving financial crimes, certain drug-related offenses, dishonesty, or breach of trust. Accordingly, we conduct fingerprinting and background checks (criminal, education and verification of previous employment), prior to employment. The Bank will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and federal law including Section 19 of the Federal Deposit Insurance Act. Hours of Operation: Mon-Fri 6am-6pm PST, Sat 7am-3pm PST, various full-time schedules available Responsibilities * Serves as an initial point of contact on banking inquiries and concerns. * Provides support for existing and prospective clients via inbound telephone calls and live chat. * Resolves concerns on retail, commercial, and online banking as well as bankcard, fraud, forgery, ID theft, policy, and procedural questions. * Identifies cross-sell opportunities and makes referrals as appropriate. * Provides accurate, confidential client service through bankcard, business online banking, or general servicing knowledge. Qualifications Basic Qualifications: High school diploma or GED with 1 year call center or customer service experience. Additional Requirements: * Strong verbal and written communication skills. * Working knowledge of PC-based software. * Ability to work in multiple software applications at one time. * Strong keyboard skills. * Ability to multi-task in a fast-paced environment. * Ability to display professionalism while interacting with others. Other Preferred Qualifications: * Call center experience. * Bachelor's degree. * Financial Services experience. 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. Read Less
  • Overview This is a remote role that may be hired in several markets a... Read More
    Overview This is a remote role that may be hired in several markets across the United States. We are seeking an experienced cybersecurity risk professional to report to the Director of Cyber Operations Risk Oversight. This role is critical in implementing and advancing oversight of a robust cybersecurity risk framework, ensuring alignment with regulatory requirements and corporate objectives. The ideal candidate will have demonstrated experience in risk management frameworks and a strong background in cybersecurity and technology risk, including performing targeted risk reviews, data analysis, and risk reporting. This position requires strong initiative, strategic thinking, and collaboration skills to support risk management efforts across the bank. This role has key responsibilities for implementing organizational change through the development and execution of Enterprise Risk Management (ERM) and Operational Risk Management (ORM) frameworks. * Executes monitoring activities for cybersecurity metrics, data, and reporting that enhances the identification of risk * Responsible for the review and effective challenge of issues, new products and services, enterprise standards, and material risk-related efforts. * Develops collaborative, influential relationships in the business, First Line risk teams and other ORM teams to enhance cross-functional risk management capabilities. Responsibilities * Risk Management * Conducts targeted risk reviews to identify and evaluate potential security risks in enterprise cyber processes and systems * Prepares written effective challenge memos for issues, new products and services, enterprise standards, and material risk-related efforts to ensure key risks are identified and dispositioned to limit organizational risk. * Monitors and evaluates the effectiveness of implemented controls, contributes to recommendations for control improvements, and monitors control failures through remediation. * Analyzes complex issues and develops risk mitigation strategies in alignment with broader organizational goals. * Identifies and escalates emerging risk through execution of the bank's risk management frameworks. * Stays current on emerging cybersecurity risks, regulatory updates, and industry trends * Business Support * Provides risk expertise and support for business programs and initiatives. * Serves as an advisor on risk best practices, processes and regulatory requirements. * Establishes and maintains strong relationships with stakeholders across cross-functional teams to ensure compliance with legal, compliance and regulatory standards. Qualifications * Bachelor's Degree and 6 years of experience in Enterprise Risk or Operational Risk, and Project Management or Internal/External Consulting OR High School Diploma or GED and 10 years of experience in Enterprise Risk or Operational Risk, and Project Management or Internal/External Consulting Preferred Qualifications * Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC), Certified Information Systems Auditor (CISA) * At least 4 years of experience in cyber or technology risk management, internal audit, or regulatory governance in a large-scale financial institution or big four public accounting firm * Strong written and oral communication skills with the ability to influence both technical and non-technical audiences * Knowledge of risk techniques, practices, and risk and process frameworks such as COBIT, COSO, NIST CSF, FFIEC CAT * Expertise with MS-Office suite (e.g., Excel, PowerPoint, Word) * Exposure to Archer GRC platform This job posting is expected to remain active for 3 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $145,000 and $165,000. 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: https://jobs.firstcitizens.com/benefits Read Less
  • Overview At First Citizens Bank, together we become better. We're loo... Read More
    Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As an Operations Services Supervisor (Teller Manager) at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. This position processes teller transactions and other customer service requests, and facilitates customer awareness and education of bank capabilities, tools and resources. It is responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a branch team. A successful candidate will demonstrate: * Management Skills: Capable of managing and developing members on a team to ensure operational soundness * Customer Service Skills: Demonstrates professionalism and empathy in customer interactions * Adaptability: Has the ability to learn and adapt quickly to new information and technology and can effectively relay those changes to the team * Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships * Influence: Capable of building rapport with different personalities to drive positive results * Sales Skills: Ability to support team with client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist * Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation with different audiences Responsibilities * Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team. * * Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. * * Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. Qualifications * Basic Qualifications: * Bachelor's Degree and 1 year of experience in financial services, bank operations, or branch operations management OR * High School Diploma or GED and 5 years of experience in financial services, bank operations, or branch operations management * Additional Required Skills and Experiences: * ! MUST HAVE: 1+ years of recent experience in Retail Bank management and operations (Teller Manager, Assistant Branch Manager, Branch Manager, etc.) * ! MUST HAVE: 1+ years of recent experience with "People" management - this role will lead a small team of Sales and Service Representatives and guide them in meeting operational standards and exceeding sales metrics * Strong, professional communication skills - This role will communicate with multiple levels of banking partners as well as current and potential clients * Well-rounded understanding of Retail Banking Operations - This role will lead branch audits and work to consistently audit the Teller Line 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 #LI-KL1 Read Less
  • Overview At First Citizens Bank, together we become better. We're loo... Read More
    Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As an Operations Services Supervisor (Teller Manager) at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. This position processes teller transactions and other customer service requests, and facilitates customer awareness and education of bank capabilities, tools and resources. It is responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a branch team. A successful candidate will demonstrate: * Management Skills: Capable of managing and developing members on a team to ensure operational soundness * Customer Service Skills: Demonstrates professionalism and empathy in customer interactions * Adaptability: Has the ability to learn and adapt quickly to new information and technology and can effectively relay those changes to the team * Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships * Influence: Capable of building rapport with different personalities to drive positive results * Sales Skills: Ability to support team with client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist * Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation with different audiences Responsibilities * Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team * Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. * Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. Qualifications * Basic Qualifications: * Bachelor's Degree and 1 year of experience in financial services, customer service, bank operations, or branch operations management OR * High School Diploma or GED and 5 years of experience in financial services, customer service, bank operations, or branch operations management * Additional Required Skills and Experiences: * ! MUST HAVE: 1+ years of recent experience in Retail Bank Management and Operations * 1+ years of recent experience with high-volume cash-handling ($USD). This position will assist in the Vault. * Preferred Skills and Experiences: * Prior experience as a Bank Teller or Universal Banker. This position will assist on the Teller Line, as needed. * Experience with meeting and exceeding sales metrics. 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 #LI-KL1 Read Less
  • Senior Fiduciary Officer  

    - New York City
    Overview Join First Citizens Bank and be part of a team dedicated to... Read More
    Overview Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise.  Here, your work helps power meaningful progress for the clients and communities we serve. The Senior Fiduciary Officer collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the provisions of legal and estate planning documents. Collaborates with team to identify planning and revenue opportunities driven by client goals, needs, financial situations, and family dynamics. Demonstrates discretion and effective judgement in managing complex and sensitive relationships. Supports client service delivery and operational management in all assigned relationships. Provides mentoring and advice to fiduciary associates through a strong knowledge of fiduciary norms. #LI-MP1 Responsibilities * Fiduciary Management - Administers complex personal trust relationships. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with legal and regulatory guidelines as well as directives contained in Trust documents. Communicates clearly and effectively with grantors, beneficiaries, relationship team and other interested parties with respect to fiduciary decisions. Manages risk inherent to fiduciary accounts. * Relationship Management - Drives ongoing client service to maintain strong relationships, expansion of High Net Worth services and revenue opportunities. * Collaboration - Partners with other associates on administering client relationships, managing client communications, and service responsiveness. Coordinates aspects of service across team to ensure a satisfactory client experience. * Sales - Promotes High Net Worth wealth offerings with existing clients and collaborates with wealth partners to grow relationships. Proactivley develop a center of influence and professional network across the market. Qualifications Bachelor's Degree and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 12 years of experience in Trust Administration, Estate Planning, or Financial Planning License or Certification Type: Certified Trust & Financial Advisor (CTFA) Preferred, Certified Financial Planner (CFP) Preferred Skill(s): High level of financial or fiduciary and estate planning knowledge., Demonstrated leadership and mentoring skills., High level of discovery and interpretation skills., Demonstrated relationship management skills., Excellent communication skills., Demonstrated teamwork skills. The base pay for this position is generally between $150,000 and $210,000. 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. Read Less
  • Overview At First Citizens Bank, together we become better. We're loo... Read More
    Overview At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As an Operations Services Supervisor (Teller Manager) at First Citizens Bank, you will be responsible for the operational management of one branch and managing the team of service line associates. This position processes teller transactions and other customer service requests, and facilitates customer awareness and education of bank capabilities, tools and resources. It is responsible for identifying and referring sales opportunities to the appropriate bank partner. This position supports the sales efforts of a branch team. A successful candidate will demonstrate: * Management Skills: Capable of managing and developing members on a team to ensure operational soundness * Customer Service Skills: Demonstrates professionalism and empathy in customer interactions * Adaptability: Has the ability to learn and adapt quickly to new information and technology and can effectively relay those changes to the team * Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships * Influence: Capable of building rapport with different personalities to drive positive results * Sales Skills: Ability to support team with client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist * Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation with different audiences Responsibilities * Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank. Drive accountability to role expectations, responsibilities and authorities, providing one on one feedback and coaching that supports associate development and achievement of results. Regularly and proactively leverage the expertise of bank partners, other managers or team. * Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities. * Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance. Qualifications * Basic Qualifications: * Bachelor's Degree and 1 year of experience in financial services, customer service, bank operations, or branch operations management OR * High School Diploma or GED and 5 years of experience in financial services, customer service, bank operations, or branch operations management * Additional Required Skills and Experiences: * ! MUST HAVE: 1+ years of recent experience in Retail Bank management and operations * 1+ years of recent, high-volume cash-handling ($USD, ideally from a banking environment) * Sales leadership, coaching to meet sales metrics * Preferred Skills and Experiences: * Financial literacy * Knowledge of retail banking products and services 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 #LI-KL1 Read Less
  • Overview PLEASE NOTE: There are no remote capabilities for this posit... Read More
    Overview PLEASE NOTE: There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of either 4300 San Pablo Parkway or 1471 San Marco Boulevard in Jacksonville, Florida. First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team, partnering with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios. Responsibilities * Ongoing Sales Support: Provide ongoing sales support to Lenders, including identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed. * Documentation Support: Originates, processes, and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing. * Ongoing Credit Servicing Support: Resolving documentation exception issues, maintaining service levels, updating financial statements, and preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels. * Monitoring of Past Due Credits: Communicate, report, and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact. * Ongoing Customer Service/Office Support: Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution. Qualifications * Basic Requirements: * High School Diploma or GED with 4+ years of experience in sales or lending support OR * Bachelor's Degree with experience in sales or lending support * Additional Requirements: * Must have 1+ years of experience, specifically commercial loan processing * !Mortgage loan processors will not be a good fit for this position! * Strong working knowledge of the loan documentation and loan closing processes * Experience with: * Portfolio management and financials * Vehicle titles * Life insurance * Deeds of trust * UCC filings * 4+ years of Loan Servicing and Documentation Preparation experience * Preferred Skills: * Commercial Real Estate * Prior experience as a Bank Teller or Universal Banker * Proficient in Microsoft Office Suite * Highly organized and strong attention to detail * Strong ability to multitask * Professional written and verbal communication skills PLEASE NOTE: There are no remote capabilities for this position at this time. Ideal candidate must live within commuting distance of either 4300 San Pablo Parkway or 1471 San Marco Boulevard in Jacksonville, Florida. 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 #LI-KL1 Read Less
  • Overview This is a hybrid role with the expectation that time working... Read More
    Overview This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office in the following locations: California, New York, New Jersey, Illinois, Georgia, Texas, North Carolina, Boston, Florida and Arizona. The First Citizens Bank Technology, Media and Telecommunications Team specializes in delivering financing solutions and advisory services for middle market telecommunications, media, entertainment, and technology businesses. Our products and services support the development, expansion, equipment purchase, and strategic acquisition needs of our clients. We have a deep understanding of the special financing needs of the gaming, entertainment, media and sports industries. Our team of highly experienced professionals has the dedication and know-how to provide strategic solutions for a wide variety of corporate needs. This Director level originations position, focusing on the native American and Commercial gaming/casino sector, reports to the Managing Director and Group Head of the TMT team. Location for this position would center around one of our corporate office locations. Responsibilities * Responsible for loan originations, business development and relationship management in the native American and commercial gaming/casino industry and related sectors * Must understand and be engaged in gaming/casino landscape. Established relationships and transaction experience that are relevant to this sector would be beneficial to someone fulfilling this role * Experience with transactions in casino/route operator and related sectors. * Thorough understanding of credit analysis, financial modeling, structuring/negotiating deal terms and the ability to communicate credit decisions to senior management * Requires the capability to run/coordinate the structured finance process from initial client discussions all the way through closing * Experience with the cross-sell of all commercial banking products (treasury management, hedging, capital markets, foreign exchange, etc.) Qualifications Required: Bachelor's Degree and 8 years of experience in Commercial Banking, Relationship Management, Sales OR High School Diploma or GED and 12 years of experience in Commercial Banking, Relationship Management, Sales. Preferred: * Bachelor's Degree * 8+ years' experience in originations in a leveraged finance environment and 5 years of gaming, entertainment, media and sports industry * National and/or regional client coverage * Strong credit and underwriting skills * Cross-selling experience of the following commercial banking products: (treasury management, hedging, capital markets, foreign exchange) * Effective writing and communication skills * Formal credit training If hired in CA, TX, NC, MA, IL, GA, NY, NJ, FL, AZ the base pay for this position is generally between $175,000.00 and $225,000.00. 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. #LI-NK1 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. Read Less
  • Relationship Advisor II- Fintech  

    - New York City
    Overview This is a hybrid role, with the expectation that time workin... Read More
    Overview This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our NYC office Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities The Relationship Advisor "RA" manages a portfolio of Commercial Banking Clients and is responsible for client onboarding, client servicing and proactive client solutioning. A key member of the client's relationship team, the RA serves as the client's dedicated point of contact for deposit and cash management banking needs. New Client Onboarding * Leads client's onboarding journey, collaborating with client's Relationship Manager and Product Advisor to understand client's strategy and short - and long-term financial needs. * Conducts onboarding activities to include: * Leads client discussions to identify deposit and cash management needs. * Performs product demos independently. * Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements. * Gathers and validates all relevant legal documentation to adhere to KYC based on client's legal entity type. * Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status. * Post onboarding, proactively engages client to review services and ensure client understanding and utilization. * May assist more junior RAs with client onboarding. Client Servicing * Acknowledges and orchestrates fast resolution of in-bound service inquiries. * Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution. * Researches and resolves complex client inquiries; ensure resolutions of solution solves client's need and / or issue. * Leverages client's service need as an opportunity to identify broader solutions to support client needs. * Takes initiative to resolve complex client inquiries before escalating to Manager. Risk Advice * Advises clients on risk mitigation strategies to combat money laundering and fraud. * Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements. * Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls. * Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts. Client Success * Collaborates with client's Relationship Manager and Product Advisor teams to remain apprised to short - and long - term client strategy; advises relationship team on client's service themes and trends. * Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships. * Performs client account reviews and facilitates product discussions to support client short - and long - term financial need Qualifications Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experience Preferred: * Retail branch banking experience * Strong experience building client relationships * Demonstrated organizational skills * Able to prioritize tasks with effective time management in a fast-paced environment * Strong written and verbal communication skills * Able to work in a team environment and comfortable working independently The base pay for this position is relative to your experience but the range is generally $73,500 - $98,000 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. Read Less

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