Hybrid Banking Relationship Specialist

First Citizens Bank; Charlotte (NC); Hybrid; USD 60,000 - 80,000; Full time

Job summary

First Citizens Bank, based in Raleigh with a strong Charlotte presence, offers a hybrid role where you work part-time in the Charlotte office and remotely. You will manage a portfolio of Commercial Banking Clients, onboarding them, servicing inquiries, and providing proactive risk and solution guidance.

The Relationship Advisor role emphasizes deposit and cash management needs, collaboration with Relationship Managers, and ongoing client success across services.

Qualifications

• Bachelor's Degree with 1 year of banking/financial services or customer service experience.
• Or High School/GED with 5 years in banking/financial services or customer service.

Responsibilities

• Onboards and serves Commercial Banking Clients; acts as the contact for deposits and cash management needs.
• Handles onboarding activities, data collection, KYC and client documentation.
• Provides risk advice on fraud mitigation and anti-money laundering requirements.
• Proactively supports client success and identifies solutions to client needs.

Skills

Cross functional collaboration

Communication

Critical thinking

Builds productive relationships

Education

Bachelor's degree

High School/GED

Job description

First Citizens Bank, based in Raleigh with a strong Charlotte presence, offers a hybrid role where you work part-time in the Charlotte office and remotely. You will manage a portfolio of Commercial Banking Clients, onboarding them, servicing inquiries, and providing proactive risk and solution guidance.

The Relationship Advisor role emphasizes deposit and cash management needs, collaboration with Relationship Managers, and ongoing client success across services.