Business Strategy Identify, develop, structure, close and maintain vendor centric equipment finance opportunities through both interaction at the appropriate vendor management level, as well as ownership of the internal First Citizens sales cycle in its entirety, to meet or exceed assigned targets. Sales Articulate the Equipment Finance value proposition across existing r

Account Management Key Stake holder reviews Assist in developing new accounts, work and manage a pipeline. New Business Development by prospecting, qualifying, and closing new vendor programs. Negotiate transactions, help gather documentation and credit information. Assist in negotiation and deal structuring. On Boarding new vendors and programs Develop strong business re

Coordination with RM partners to develop materials required to evaluate, pitch and execute debt opportunities. Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities. Mentor the associate staff. Utilizes moderate decision making and independent judgement in negotiations and building relationships. Influen

Once Here You Will Join an Agile pod of developers and automation engineers supported by a product manager and scrum master, and collaborate with other On line Banking pods. Collaborate with Product and business owners to understand the business domain & products sufficiently to suggest best design / implementation to meet user needs with respect to functionality, perform

Participating in and overseeing BU key risk management activities and executing applicable risk monitoring, reporting, and governance responsibilities. This includes tracking and reporting on key risk indicators and limits. Continually sharing risk related information with the BU and provide training to the BU to embed a risk aware culture and provide associates with the

User Support/Engagement Demonstrate advanced knowledge of the various underwriting and portfolio management systems (i.e. nCino) and FCB's configuration in order to answer user questions including error messages, complex deal entry, system work arounds, and building reports and dashboards. Communicate regularly with users via multiple channels, including educating them on

The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial

Meet assigned production goals. Actively sell the Bank's business products and services in a professional manner through an established number of pre arranged, well planned outside sales calls on a weekly basis with follow up as needed to gain and optimize the business relationship. Primary focus is on net new, non borrowing business/commercial relationships. Refer potent

Responsibilities include advice and consultation on business processes and procedures; audit and regulatory examination support; risk identification, documentation and remediation for self identified, internal and external issues in keeping with corporate tools and methodologies; controls monitoring and end to end testing; problem solving and relationship management; key

Sales Develops a business banking sales plan to achieve monthly sales and profitability objectives. Utilizes the Bank's prescribed process, methods, and tools throughout a variety of sales and marketing activities including telemarketing and outside sales calls. Maintains pipeline of new business opportunities to acquire accounts. Client Service Provides information, answ

This position leads underwriting efforts by servicing Energy portfolios at the highest level of ability and complexity. Supports the Energy lending team with expertise in structuring, analysis, and credit documentation for Energy credit actions. Establishes viability of repayment sources and prepares credit approval memos. Identifies, gathers, and reviews financial inform

Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

Delivery Execution Advanced skill in core delivery functions which includes ownership of the complete delivery lifecycle (from product / program / process initiation to completion), for small to mid sized efforts, focused on achieving business objectives while maintaining high team performance. Manages multiple low to moderately complex processes, programs, and products s

Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. System Support Provides daily technical support for systems by responding to inquiries, ensuring processes run smoothly, and working to continuously improve the end user experience. Assists in implementing recommended modifications a

Sales Support Schedules appointments, answers incoming communications, and coordinates business development events to aid management of clients and referral sources in lending activities. Regularly updates clients and referrals on loan process status. Provides post application support to help manage rate locks, loan addendums, and changes. Documentation Streamlines lendin