Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

About the job

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our New York office.

At First Citizens Bank, we believe meaningful careers are built through meaningful relationships. For more than 125 years, we've supported our clients, communities and colleagues through a culture rooted in connection, collaboration and long-term success.

At First Citizens Innovation Bank , formerly Silicon Valley Bank (SVB) , you’ll do more than support innovative companies, you’ll help shape their success. With more than 40 years of experience serving the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation-driven sectors providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive. We combine deep expertise, lasting relationships and meaningful opportunities to help our clients, communities and associates move forward together.

This position will build relationships with C-Suite executives, expand existing client relationships, and build strong connections with key market influencers. Responsibilities include ensuring controls are in place and mitigating risks across the business unit while maintaining compliance with corporate strategy, internal policy, applicable laws, and regulations.

Responsibilities & Qualifications

Client Relationship Management - Serve as primary relationship management contact for large portfolio of clients, identifying needs, working with internal partners to structure customized solutions to solve complex client issues. Ensure high quality products, service and platforms are available to clients. Leverage knowledge about core banking products, platforms and services, to recommend appropriate solutions to meet client needs (SVB Go, financing solutions, private banking, wealth advisory, analytics, payments, cards, cash management)

Business Development and Growth - Leverage industry sector expertise and thought leadership, drive and lead industry events to cultivate external network. Generate and foster strong network of referral partners/external sources, generating qualified prospects. Leveraging deep expertise in their sector and industry, position recommend, advise, originate, and negotiate credit and financing solutions and structure for client needs. Provide strategic insights aligned with client needs and market trends.

Cross-functional Collaboration and Leadership - Lead team interactions with key cross functional partners. Collaborate with appropriate business units to achieve success drivers and corporate goals. Mentor and guide team members to further develop their client relationship, business development and financial solutions skills.

Bachelor's Degree and 2 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology sectors OR High School Diploma or GED and 6 years of experience in Commercial banking, Credit Underwriting or Analysis, or Relationship Management and/or industry-specific knowledge in technology sectors.

Preferred Area of Study: Finance, Economics, Business Administration, or related field; MBA or relevant advanced degree Preferred Area of Experience: Commercial Banking in Credit Solutions and/or Relationship Management, Venture Capital, Private Equity, Sales Originations License or Certification

Preferred Qualifications:

4 years of experience in Commercial banking, venture capital or Relationship Management and/or industry-specific knowledge in technology

Strong credit acumen, Knowledge of products & services, and Venture-backed technology

Highly effective person with people and relationships.

Strong relationship management, negotiation, and marketing skills. Good closing skills. Strong focus and ownership on the overall client experience.

Ability to build and maintain a network of business relationships, including the executive management of clients, prospects, and other referral sources.

Knowledge of bank operations and products a plus.

Bachelor’s degree or equivalent related experience.

The base pay for this position is relative to your experience but the range is generally $142,125 - $189,500 per year. This position is eligible for variable compensation, which may be in the form of incentive, bonus, or commission pay.

Additional Information

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 .