Relationship Advisor II- Global Fund Banking

First Citizens; Boston (MA); Hybrid; USD 67,000 - 90,000; Full time

Job summary

First Citizens in Boston seeks a Relationship Advisor II to oversee a portfolio of borrowing and non-borrowing clients. You will drive onboarding, servicing and proactive solutions while coordinating with operations and risk teams to ensure smooth deposits and payments.

The role requires strong communication and risk-awareness, with a hybrid work setup and competitive compensation. Base pay ranges from $67,000 to $90,000 annually, with possible incentives and benefits.

Qualifications

• Bachelor’s degree with 1 year client service experience in banking/financial/investor services, or High School/GED with 5 years experience.
• Experience with client onboarding, deposits, payments and daily cash management.
• Familiarity with using CRM systems and applying risk mitigations to prevent money laundering and fraud.

Responsibilities

• Onboarding and servicing clients; managing requests via CRM and ensuring timely resolutions.
• Collaborating with Operations, Fraud, Sanctions, FX and Product teams to resolve issues and mitigate risk.
• Proactively identifying opportunities and scheduling touchpoints with Relationship Managers.

Skills

Relationship building

Critical thinking

Communication skills

Education

Bachelor’s degree + 1 year banking experience

High School/GED + 5 years experience

Job description

Overview

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

Silicon Valley Bank’s Global Fund Banking (GFB) Team provides commercial banking services to venture capital and private equity firms.

The Relationship Advisor II manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, case management, servicing and proactive client solutions. As a key member of Relationship Management, the RA II plays an integral role in the client experience by supporting deposits, payments, and daily cash management needs while ensuring compliance and service excellence.

Responsibilities & Qualifications

Duties & Responsibilities:

• Client Onboarding & Servicing
  • Partners with relationship team to support client onboarding and lifecycle needs
  • Manages client requests through CRM, ensuring timely acknowledgement and resolution in line with service-level standards
  • Supports clients with payment operations (wires, ACH, BillPay), including urgent escalations in partnership with Fraud and Sanctions teams
• Cross-Functional Collaboration
  • Coordinates with Operations, Fraud, Sanctions, FX, and Product teams to resolve issues
  • Advises clients on risk mitigations strategies to prevent money laundering and fraud
• Proactive Client Support
  • Identifies opportunities based on client, stage, or activity, partnering with Relationship Managers for proactive touchpoints

Position Specific Skills:

Builds productive relationships

Critical thinking skills

Strong written and verbal communication skills

Bachelor’s Degree with 1 years of client service experience in banking/financial/investor services role, OR High School/GED with 5 years of experience.

Preferred Skills

• Client service or client support experience in financial services and products
• Strong familiarity with banking products and payment operations
• Demonstrated organizational skills with ability to manage multiple tasks in succession
• Strong communication and cross-functional collaboration skill

Additional Information

The base pay for this position is generally between $67000 - $90000 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.