Startup Banking Associate - Client Onboarding & Portfolio

First Citizens Bank; Phoenix (AZ); Hybrid; USD 70,000 - 99,000; Full time

Job summary

First Citizens Bank is offering a NSB Associate I role in a hybrid setup with time spent in our Nor Cal, Phoenix, or Boston offices. You will assist with portfolio management, client onboarding, tracking regulatory issues and supporting cross-sell opportunities, reporting to senior staff and working with cross-functional teams.

Build a solid understanding of SVB Startup Banking products, analyze data to identify top clients and fundraising needs, engage with clients for due diligence, and

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 portfolio management and client onboarding under supervision
• Support portfolio regulatory issue tracking and related cross-sell activities
• Collaborate with VP/Director/MD and cross-functional teams to enhance client experience
• Engage with clients for due diligence and information completeness requests

Skills

Account management

Communication (written and verbal)

Build productive relationships

Education

Bachelor's degree + 1 year client facing experience

High School diploma/GED + 2 years experience

Job description

First Citizens Bank is offering a NSB Associate I role in a hybrid setup with time spent in our Nor Cal, Phoenix, or Boston offices. You will assist with portfolio management, client onboarding, tracking regulatory issues and supporting cross-sell opportunities, reporting to senior staff and working with cross-functional teams.

Build a solid understanding of SVB Startup Banking products, analyze data to identify top clients and fundraising needs, engage with clients for due diligence, and