First Citizens Bank · 5 months ago
Relationship Advisor II
Phoenix, Arizona
Full-time
Hybrid
Entry, Mid Level
$61K/yr - $82K/yr
1+ years expFirst Citizens Bank is a diversified financial institution with a 125-year tradition of service. The Relationship Advisor II manages a portfolio of International Commercial Banking Clients, focusing on client onboarding, servicing, and proactive solutioning to meet their banking needs.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Leads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor to understand client’s strategy and short – and long-term financial needs
Conducts onboarding activities to include:
Leads client discussions to identify deposit and cash management needs
Performs product demos independently
Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements
Gathers and validates all relevant legal documentation to adhere to KYC based on client’s legal entity type
Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status
Post onboarding, proactively engages client to review services and ensure client understanding and utilization
May assist more junior RAs with client onboarding
Acknowledges and orchestrates fast resolution of in-bound service inquiries
Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution
Researches and resolves complex client inquiries; ensure resolutions of solution solves client’s need and / or issue
Leverages client’s service need as an opportunity to identify broader solutions to support client needs
Takes initiative to resolve complex client inquiries before escalating to Manager
Advises clients on risk mitigation strategies to combat money laundering and fraud
Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements
Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls
Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts
Collaborates with client’s Relationship Manager and Product Advisor teams to remain apprised to short – and long – term client strategy; advises relationship team on client’s service themes and trends
Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships
Performs client account reviews and facilitates product discussions to support client short – and long – term financial need
Qualification
Required
Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experience
Preferred
Retail branch banking experience
Strong experience building client relationships
Demonstrated organizational skills
Able to prioritize tasks with effective time management in a fast-paced environment
Strong written and verbal communication skills
Able to work in a team environment and comfortable working independently
Benefits
Variable incentives
Bonuses
Benefits
Other awards
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
2026-01-23
Talk Business & Politics
2026-01-16
Company data provided by crunchbase