Hybrid Commercial Banking Associate I: Onboarding

First Citizens; San Francisco (CA); Hybrid; USD 75,000 - 99,000; Full time

Job summary

The NSB Associate I role at First Citizens Bank is an entry-level position supporting portfolio management and client onboarding across SVB and First Citizens. You will assist MDs, Directors and VPs to orchestrate a superior client experience and identify cross-sell opportunities.

This hybrid role regularly requires time in the Nor Cal, Phoenix, or Boston offices and involves coordinating with cross-functional teams, attending events, and building a trusted regional presence.

Qualifications

• Bachelor’s degree with 1 year of client facing experience with a financial services institution or High School diploma/GED with 2 years of experience.

Responsibilities

• Assist with client onboarding and onboarding processes.
• Coordinate internal communications for quick client responses.
• Learn SVB Startup Banking products and services.
• Identify cross-sell opportunities from data and market trends.

Skills

Account management

Communication

Relationship building

Education

Bachelor’s degree with 1 year client facing experience

High School diploma/GED with 2 years experience

Job description

The NSB Associate I role at First Citizens Bank is an entry-level position supporting portfolio management and client onboarding across SVB and First Citizens. You will assist MDs, Directors and VPs to orchestrate a superior client experience and identify cross-sell opportunities.

This hybrid role regularly requires time in the Nor Cal, Phoenix, or Boston offices and involves coordinating with cross-functional teams, attending events, and building a trusted regional presence.