Relationship Advisor II- Global Fund Banking

First Citizens Bank • Phoenix, AZ

1d

About The Position

The Relationship Advisor II manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, case management, servicing and proactive client solutions.
As a key member of Relationship Management, the RA II plays an integral role in the client experience by supporting deposits, payments, and daily cash management needs while ensuring compliance and service excellence.

Requirements

• Bachelor’s Degree with 2 years of experience in banking/financial, investor or customer services OR High School/GED with 5 years of experience.

Nice To Haves

• Client service or client support experience in financial services and products
• Strong familiarity with banking products and payment operations
• Demonstrated organizational skills with ability to manage multiple tasks in succession
• Strong communication and cross-functional collaboration skills

Responsibilities

• Client Onboarding & Servicing
• Partners with relationship team to support client onboarding and lifecycle needs
• Manages client requests through CRM, ensuring timely acknowledgement and resolution in line with service-level standards
• Supports clients with payment operations (wires, ACH, BillPay), including urgent escalations in partnership with Fraud and Sanctions teams
• Cross-Functional Collaboration
• Coordinates with Operations, Fraud, Sanctions, FX, and Product teams to resolve issues
• Advises clients on risk mitigations strategies to prevent money laundering and fraud
• Proactive Client Support
• Identifies opportunities based on client, stage, or activity, partnering with Relationship Managers for proactive touchpoints

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.
• More information can be found at https://jobs.firstcitizens.com/benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level