Relationship Mgr II Corp Banking Relationship Mgmt

First Citizens Bank; Santa Monica (CA); Hybrid; USD 160,000 - 213,000; Full time

Job summary

First Citizens Bank in Santa Monica is seeking a Corporate Banking Relationship Manager for a hybrid role. You will acquire, orchestrate, and grow client relationships, focusing on late-stage technology and healthcare companies and coordinating cross-functional teams to meet client needs.

You will advise on financing solutions, work with SVB Credit Solutions on underwriting, and drive new business development while maintaining risk controls and promoting the SVB brand in the market.

Qualifications

• Bachelor's degree in finance, business or related field with 4+ years in leveraged finance, investment banking or technology commercial banking/finance.
• Alternative pathway: High School diploma or GED with 8+ years of experience.

Responsibilities

• Advise and originate financing solutions for Corporate Banking clients.
• Partner with SVB Credit Solutions for underwriting and portfolio management.
• Build deep relationships with finance and treasury teams to ensure multiple contact points and proactive cross-sell opportunities.
• Drive new business development and expansion of existing relationships while promoting the bank’s brand in the market.
• Maintain awareness of technology ecosystem trends and their impact on clients and prospects.

Skills

Credit acumen

Relationship management

Banking regulations

Venture-backed tech & healthcare

Education

Bachelor's degree with 4+ years in leveraged finance/investment banking/tech banking

High School diploma or GED with 8 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 Santa Monica 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 (SVB), a division of First-Citizens Bank, is the bank of some of the world's most innovative companies and investors. SVB provides commercial banking to individuals and companies in the technology, life science and healthcare, private equity, and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights, and connections. Learn more atsvb.com.

Responsibilities & Qualifications

The Corporate Banking Relationship Management team is responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships, deepening relationships with key positions in late-stage companies, and serving as a thought leader in advisory sales. Advises senior leaders in late-stage companies and provides beneficial referrals by cross selling across the entire commercial platform to address client business needs; orchestrating cross-functional teams to optimize the client experience; and building real relationships to differentiate the bank with all key influencers in the technology ecosystem. Ensures controls are in place, managed, addressed, and elevates and mitigates any emerging risks within the team across the business unit.

• Supporting the positioning, advising, originating, selling and negotiation of financing solutions for Corporate Banking clients.
• Partnering with SVB Credit Solutions team to work through concept packages, underwriting and portfolio management of credit facilities and strategic conversation with SVB Credit partners including at times jumping in to help with modelling, memo write up and diligence calls with clients.
• Build deep relationships with prospects and existing clients at all levels of the finance and treasury team to ensure we have multiple contact points and are supporting the prospect or client in all their needs. Ensure we are proactive in cross sell opportunities.
• Responsible for new business development, expansion of existing relationships, and advancement of the SVB brand in market, including identifying and hosting unique events both for personal engagement, as well as professional development to connect with clients, prospects, and relevant referral sources. These are done in partnership within market leadership.
• Maintain a pulse on the technology ecosystem, trends, and identify how they would impact clients and prospects.

Fundamental knowledge base of all non-credit related banking products, including capital markets, FX, trade finance, liquidity, asset management, private banking, and cash management services. Expertise in proactively identifying banking solutions and products and developing and closing cross-selling opportunities within assigned portfolio as well as managing internal stakeholders throughout delivery of platform to clients. Managing successful brand delivery to the client and acting as an owner to follow through on client needs and building relationships.

Position Specific Skills

• Strong credit acumen
• Business relationship management
• Banking regulations and compliance understanding
• Venture-backed technology and healthcare companies and solutions

Qualifications

Bachelor's degree and 4 years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role or High School diploma or GED with 8 years of experience.

Preferred Qualifications

• 6 years of experience in commercial banking, venture capital or Relationship Management and/or industry-specific knowledge in technology, life sciences and healthcare.
• Bachelor's Degree
• Strong relationship management and ability to engage with clients.
• Strong focus and ownership of the overall client experience.
• Ability to work with remote resources and take ownership of tasks to drive to results based outcomes.
• Strong interest and experience focused on the Innovation economy and Venture Capital/Private Equity space.
• Ability to promote strong risk culture and sustainable risk/return thinking.

Additional Information

The base pay for this position is generally between $160,000 - $213,000 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.