The Relationship Management team leads the acquisition, orchestration, and growth of client relationships across the fintech sector, concentrating on latestage companies with complex, scaled operating models. The Director aims to deliver an ideal client experience by developing a deep understanding of fintech companies and their strategic needs, by serving as a trusted ad

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, repre

Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Documentation Support and Accuracy Originates, processes and ensures accuracy of loan documentation for closi

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, repre

Credit Line Review Reviews business customer data in order to make sound credit decisions. Verifies quality of supporting documentation, updating, and categorizing according to status changes in the portfolio. Identifies any servicing deficiencies, policy violations, or credit risks. Credit Control Determines sample of credits for analysis with a focus on risk trends. Mai

Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance b

Specific Responsibilities Successfully and independently manage complex contract negotiations for assigned portfolio of vendors Lead cross functional teams to identify, quantify, and implement processes with vendors for improved total cost of ownership in the assigned portfolio Lead strategic sourcing initiatives to meet business line objectives, deliver cost savings, imp

Business Support Develops a strong understanding of existing vendor contracts and services in support of each assigned business owner, establishing the role of trusted advisor. Meeting business line objectives, deliver cost savings, improve efficiency, and ensure overall vendor value delivery Vendor Sourcing Oversees sourcing events (RFx) conducted in support of business

Focus on directly originating transactions of $3MM to $100MM both for CEF's own account and in connection with syndication to other industry players Cross sell other First Citizens bank products through internal referrals Interface with C Suite level executives Solicit and origination transactions with all types of equipment types and industries including; construction, m

Focus on directly originating transactions of $3MM to $100MM both for CEF's own account and in connection with syndication to other industry players Cross sell other First Citizens bank products through internal referrals Interface with C Suite level executives Solicit and origination transactions with all types of equipment types and industries including; construction, m

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. When appropriate, repre

Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Documentation Support and Accuracy Originates, processes and ensures accuracy of loan documentation for closi

Business Service Performs a variety of actions to facilitate daily operations and mortgage servicing for Bank clients, associates, and other relevant parties. Understands loan transaction history to provide resolution for identified issues. Mortgage Servicing May perform some or all of the following duties Payment Processing Processes timely and accurate mortgage payments

Business Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Organize, drive and deliver key business initiatives by developing action plans, monitoring progress and tracking deadlines while communicating regularly with business partners including Core Systems, Marketing, Operations, Compl

The Startup Banking Relationship Management role is responsible for acquiring and managing a portfolio of early stage pre Series A clients, including working with prospects, managing relationships with startup founders, cross selling bank products and services, managing risk and compliance issues, and coordinating with cross functional SVB teams to deliver world class ser