SVB - Sr. Associate, Relationship Manager

Overview 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.

Silicon Valley Bank is focused on building deep and authentic relationships with founders, investors, and ecosystem partners to improve their probability of success.

This specific role would help entrepreneurs of early and mid-stage startups with a mix of banking services, advice and valuable introductions.

The Associate on the Relationship Banking team is part of the client facing team representing SVB out in market, specifically focused on Dallas.

Responsible for assisting with the management of an assigned client portfolio, supporting cross-sell opportunities, as well as business development.

Cross sell opportunities include positioning bank products such as credit card, treasury management, payment solutions, foreign exchange, and collaboration across other SVB teams with the goal of orchestrating a superior client experience and building deep and immersive client relationships.

• Responsibilities Leads client onboarding journey, collaborating with Managing Director and Product Advisor to open new accounts Analyze and manage data sources / CRM to identify top clients and prospects;
• Determine potential cross-sell opportunities and participate in the sales process; Develop and maintain deep understanding of SVB’s products and anticipate clients’ needs for these products;

Help support client engagement and outreach through attending events in market, following relevant industry publications, etc.

• Develop strong relationships with key clients and ecosystem stakeholders, such as investors and accelerator / incubator groups;
• Maintains relationships with 3rd party providers, who may add value to portfolio clients by augmenting SVB products and services or offering adjacent solutions;

Assist Managing Director with new business development opportunities, events, and strategic initiatives. Attend relevant industry events in technology ecosystem in and around the Dallas area with flexibility to travel occasionally.

Qualifications Bachelor’s Degree with 2+ years of experience in sales, startups or banking. Alternatively, High School or GED with 6+ years of experience with 3+ years in sales, startups or banking in progressively higher roles.

• Preferred Qualifications People person who loves networking and attending events- experience working in sales Passionate about start-ups and the technology ecosystem in Dallas Previous knowledge or experience in venture capital, accelerators / incubators, family office, venture banking, or similar areas Familiarity with pitch decks or investor presentations Experience or desire to work with clients in a consultative or advisory capacity Avid learner / curious Knowledge or experience reading and understanding financial statements Ability to demonstrate resourcefulness and ingenuity to leverage resources to solve problems #LI-BB1Leads client onboarding journey, collaborating with Managing Director and Product Advisor to open new accounts Analyze and manage data sources / CRM to identify top clients and prospects;
• Determine potential cross-sell opportunities and participate in the sales process; Develop and maintain deep understanding of SVB’s products and anticipate clients’ needs for these products;

Help support client engagement and outreach through attending events in market, following relevant industry publications, etc.

• Develop strong relationships with key clients and ecosystem stakeholders, such as investors and accelerator / incubator groups;
• Maintains relationships with 3rd party providers, who may add value to portfolio clients by augmenting SVB products and services or offering adjacent solutions;

Assist Managing Director with new business development opportunities, events, and strategic initiatives. Attend relevant industry events in technology ecosystem in and around the Dallas area with flexibility to travel occasionally.

Bachelor’s Degree with 2+ years of experience in sales, startups or banking. Alternatively, High School or GED with 6+ years of experience with 3+ years in sales, startups or banking in progressively higher roles.

Preferred Qualifications People person who loves networking and attending events- experience working in sales Passionate about start-ups and the technology ecosystem in Dallas Previous knowledge or experience in venture capital, accelerators / incubators, family office, venture banking, or similar areas Familiarity with pitch decks or investor presentations Experience or desire to work with clients in a consultative or advisory capacity Avid learner / curious Knowledge or experience reading and understanding financial statements Ability to demonstrate resourcefulness and ingenuity to leverage resources to solve problems #LI-BB1