Relationship Advisor I- Global Fund Banking jobs in United States
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First Citizens Bank · 2 months ago

Relationship Advisor I- Global Fund Banking

positionPhoenix, Arizona
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

First Citizens Bank is a diversified financial institution with a long tradition of service. The Relationship Advisor I assists in-market RAs by performing onboarding and maintenance tasks for Venture Capital and Private Equity clients, ensuring high-touch service and support.

BankingInsuranceLendingPaymentsWealth Management
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H1B Sponsor Likelynote

Responsibilities

Client Onboarding – Partners with RA 2/3/Sr to support client’s onboarding journey. May include collecting documentation and performing data entry to onboarding/ticketing platform
Client Servicing – Takes ownership of servicing activities with guidance from RA 2/3/Sr including opening and closing accounts, updating client records and performance designated maintenance tasks.Risk Advice – Supports RA 2/3/Sr in BSA/AML processes; follows all procedures related to risk mitigation including Client Authentication, Cashier’s Checks, Bank Deposit Agreement signer changes, etc
Client Success – Engages Manager and/or RA partners to address client needs

Qualification

Banking experienceClient service experienceMS Office proficiencyAttention to detailMulti-taskingBanking productsTeamworkOrganizational skills

Required

Bachelor's degree and 1 year of professional experience in banking, finance or customer service or High School diploma/GED and 3 years of experience

Preferred

Strong attention to detail
Ability to work within a team environment
Proficiency in MS Office
Client service experience and/or client support in financial services and/or products
High-level familiarity of banking products
Demonstrated organizational skills
Ability to multi-task and complete multiple tasks in succession

Company

First Citizens Bank

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First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
dateFounded in 1898
location
Raleigh, North Carolina, USA
people-size10001+ employees
web-link
http://www.firstcitizens.com

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 Company
Total Funding
$33M
2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO

Leadership Team

C
Craig Nix
Chief Financial Officer
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Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
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Company data provided by crunchbase