Relationship Management Sales Analyst

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

Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets.

Join the Relationship Management Technology Banking team in a cross-functional role that involves supporting key initiatives, new client onboarding, sales preparation and CRM management. Report directly to in market Managing Director or Director with responsibilities including report preparation, clearing clients through the onboarding process, tracking client product use trends, assisting sales team in preparing for client/prospect meetings, inputting data into CRM or other bank systems and track venture funding activity and trends as well as referral activity. This person will also interact with other credit and advisory teams as needed.

• Support MDs and Directors on delivery of the overall client experience; manage/lead client onboarding, renewal of letters of credit and credit cards, and coordinating internal communications to quickly respond to client inquiries.
• Assist with call prep by presenting & aggregating relevant information for calls/visits & attends client mtgs to take detailed notes.
• Develop strong relationships with key clients and ecosystem stakeholders (investors, accelerator & incubator groups) and 3^rd party providers to add value to portfolio clients w adjacent solutions.
• Engages with clients on due diligence, regulatory and information completeness requests.
• Manage data sources/CRM to identify top clients and prospects; determine potential cross-sell opportunities and participate in the sales process.
• Assist Director with new business development. Opportunities and strategic initiatives. Utilize Outreach, Input/Output to engage with clients.
• Attend in market and industry events in tech ecosystem, follow relevant industry publications.

Bachelor's Degree with 1 years of relevant experience OR High School Diploma/GED with 5 years of experience.

Preferred:

• Strong ability to manage multiple projects, reporting and various needs from teams they support.
• High aptitude with MS PowerPoint and Excel
• High Tolerance for dealing with ambiguity and changing priorities
• Strong time management skills and consistency in follow through.
• Ability to meet deadlines, multi-task, and thrive in a dynamic and fast-paced environment
• Robust analytical skill-set and intellectually curious mindset
• Excellent verbal, written, and presentation skills
• Team player and collaborator with strong interpersonal skills
• Intellectual curiosity and a desire to learn and be challenged
• Bachelor's degree (or higher) with demonstrated strong academic aptitude
• Prior experience in a fast-paced and results-oriented environment a plus but not required.

The base pay for this position is generally between $74800-101200 annually. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.