Sales Advisor II

First Citizens Bank; New York (NY); On-site; USD 54,000 - 72,000; Full time

Job summary

First Citizens Bank is seeking a motivated professional to support new client onboarding, track product usage trends, and assist with venture funding activity. You will help with sales prep, CRM management, and customer communications across key client segments.

Responsibilities include coordinating client events, conducting analyses for growth opportunities, and maintaining data integrity in CRM systems while supporting senior leaders in prospecting efforts.

Qualifications

• Bachelor's Degree with 1 year of experience or HS Diploma with 5 years of experience.

Responsibilities

• Support client onboarding, renewals, and mailbox responsiveness for client inquiries.
• Assist MDs/Directors with client visits by compiling relevant information.
• Develop relationships with key clients and ecosystem stakeholders.
• Coordinate logistics for internal and external client events and industry engagement.
• Manage data sources/CRM to identify top clients and prospect opportunities.

Skills

Client management

Sales

CRM management

Relationship building

Event coordination

Education

Bachelor's degree

Tools

Pitchbook

Outreach.IO

Salesforce

Job description

Overview

This position will support new client onboarding, tracking client product use trends, sales preparation, CRM management and managing venture funding activity.

Overview

This position will support new client onboarding, tracking client product use trends, sales preparation, CRM management and managing venture funding activity.

Responsibilities & Qualifications

Duties & Responsibilities:

• Client Management and Support - Support MDs and Directors in delivering overall client experience. Manage/lead client onboarding, renewal of letters of credit and credit cards. Coordinate internal communications for quick response to client inquiries. Assist with call prep by presenting & aggregating relevant information for client visits. Develop strong relationships with key clients and ecosystem stakeholders. Engage with clients on due diligence, regulatory, and information completeness requests.
• Sales and Business Development - Conduct independent analysis to assist senior team members with new business development. Utilize Outreach, Input/Output to engage with clients. Determine potential cross-sell opportunities and participate in sales process. Advise on sales strategy based on market understanding and industry verticals.
• Product Knowledge and Client Needs - Develop and maintain deep understanding of SVB's products. Anticipate client needs and propose appropriate solutions. Independently interact with assigned clients (e.g., manage bronze clients). Follow up with Silver and Gold tier MD guidance.
• Event Management and Industry Engagement - Coordinate logistics for internal and external client events. Attend Market and industry events in tech ecosystem. Follow relevant industry publications.
• Administrative and Miscellaneous Tasks - Manage data sources/CRM to identify top clients and prospects and help maintain data integrity. Track venture funding activity and trends and deliver insights / observations to senior leaders to help assist focus of prospecting efforts.

Qualifications

Minimum Required Education and Experience: Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in

Preferred Education

Preferred Area of Study:

Preferred Area of Experience

5+ years of administrative or other professional experience

Required Licenses Or Certifications

Preferred Licenses or Certifications:

Additional Information

Bachelor's Degree and 1 year of administrative or other professional experience OR High School Diploma or GED and 5 years of administrative or other professional experience.

Preferred Qualifications

• 2+ years of administrative or other professional experience
• Expert in Pitchbook and Outreach.IO, team’s primary resource in assisting teams with these tools
• Bachelor's Degree

The base pay for this position is relative to your experience, but the range is generally $38.90 - $52.34 per hour. 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.