First Citizens Bank · 3 months ago
SVB - Relationship Manager II - Corporate Banking, Credit Solutions
San Francisco, California
Full-time
Hybrid
Mid, Senior Level
$165K/yr - $220K/yr
6+ years expFirst Citizens Bank, a diversified financial institution with a long-standing tradition, is seeking a Relationship Manager II for their Corporate Banking Credit Solutions team. The role involves underwriting, managing debt processes, and providing creative capital solutions to late-stage companies, primarily in the technology sector.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Underwriting; Process Management
Debt process management – manage corporate and leveraged transaction processes from new opportunity introduction to loan closing
Due Diligence – review target company provided / publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information
Credit Memorandums – create credit memorandums to drive credit approval for new opportunities
Review financial models from associates to ensure accuracy with company projections
Present new opportunities to loan approvers
Prepare loan packages for approvals, including utilization of existing bank systems
Lead document negotiation
Utilizes analysis and independent judgment to generate recommendations to Directors/MDs
Drive coordination / execution with Syndications and Relationship Management partners
Act as primary lending liaison for portfolio companies
Work with associates to ensure timely and accurate reporting from portfolio companies
Manage any amendment/waiver processes for portfolio companies
Coordination with RM partners to develop materials required to evaluate, pitch, and execute debt opportunities
Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities
Mentor the associate staff
Decisions – utilizes moderate decision making and independent judgement in negotiations and building relationships. Influences and drive decisions
Exercises judgment and authority prudently and with proper balance for the best interests of the clients and SVB
Recommends structuring and underwriting points on new opportunities as well as decisions related to portfolio and risk management of the existing portfolio with guidance from senior team members
Qualification
Required
Bachelor's Degree and 6 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology or healthcare sectors
High School Diploma or GED and 8 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology or healthcare sectors
Preferred
8+ years of experience in either a leveraged finance, investment banking, or technology commercial banking/finance role
Bachelor's or equivalent required. MBA or CFA preferred but not required
Preferred Area of Study: Finance, Economics, Business Administration, or related field
Preferred Area of Experience: Technology or healthcare sector experience, and/or Leadership experience and advanced financial modeling skills
Benefits
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.
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-06
2025-12-22
Company data provided by crunchbase