Managing Director Global Treasury & Payments Adv

First Citizens; Charlotte (NC); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Relationship Manager to lead client engagement and drive business growth. This role involves building and nurturing relationships with key executives, negotiating financing solutions, and managing a collaborative account management team. The ideal candidate will possess a strong understanding of venture-backed technology companies and a proven track record in relationship management. Join a forward-thinking organization that values innovation and collaboration, where your contributions will significantly impact the client experience and overall business success. This is an exciting opportunity for those looking to make a difference in the financial services sector.

Benefits

Comprehensive benefits program

Customized offerings for families

Support for work-life balance

Qualifications

• 8+ years of experience in relationship management or 12+ years with a GED.
• Strong negotiation skills and a proven track record of relationship building.

Responsibilities

• Manage relationships with commercial bank clients and deliver core banking products.
• Drive revenue growth by expanding existing client relationships.

Skills

Relationship Management

Negotiation Skills

Financial Engineering

Business Development

Communication Skills

Leadership

Education

Bachelor's Degree

Master's Degree

High School Diploma or GED

Tools

Commercial Banking Products

Treasury Management

Debt Financing

Wealth Advisory

Job description

Overview

The Relationship Management roles are responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships; deepening relationships within the C-Suite; consulting on, and cross-selling, the entire SVB platform (i.e. Treasury management to Debt financing to the Private Bank, etc.) to address client business and personal needs; orchestrating cross-functional SVB teams to optimize the client experience; and building real relationships to differentiate SVB with all key influencers in the market. Core responsibilities include new business development and expansion of existing relationships, as well as, originating, advising on, and negotiating financing solutions for SVB Commercial Bank clients.

Responsible for a portfolio of client, prospect, and influential relationships in their respective market. Highly skilled at building and growing relationships with Founders, CEO's, CFO's, and other key influencers, as well as, developing and driving new business opportunities in the market. Strong understanding of the capital structure of venture backed technology companies. Highly skilled negotiator and financial engineer. Leads a highly effective, collaborative team. Maintains overall general management responsibility of their respective client portfolio.

Responsibilities

Responsible for relationship management of commercial bank clients and delivery of core commercial banking products (i.e. debt financing, treasury management, FX, investments, etc.) and broader SVB financial services (i.e. private bank, wealth advisory, etc.).

Drive increased revenue through deepening and expanding existing relationships.

Overall general management responsibilities for the respective business.

Build strategic relationships with key executives and influencers in the ecosystems; influence critical decisions balancing strategic objectives of company and clients.

Responsible for new business development, expansion of existing relationships.

Leadership, management and development of an account management team of approximately 25.

Responsible for ensuring the team is focusing on SVB's Values and Corporate Goals through collaboration with appropriate business units and through smart risk-taking.

Qualifications

Basic Qualifications:

Bachelor's Degree and 8 years of experience in OR High School Diploma or GED and 12+ years of experience.

Preferred Qualifications:

1. 15 or more years of directly related experience
2. Proven track record of developing and enhancing internal and external relationships
3. General management experience
4. Experienced internal and external business leader
5. Proven ability to maintain an extensive network of business relationships, including the executive management of clients, prospects, referral sources, and other influential relationships in market
6. Adept at building, managing, and scaling a business
7. Excellent verbal and written communication skills
8. Strong negotiation and marketing skills with an ability to build and close new relationships.
9. Understanding of Bank products, services and protocols.
10. Willingness to travel to clients and prospects as needed
11. Bachelor’s degree required; Master’s degree preferred

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.