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The Community Development Finance (“CDF”) team of First-Citizens Bank & Trust Company (the “Bank”), is responsible for executing the Bank’s Community Reinvestment Act (CRA) and Community Benefits Plan (CBP) strategies through the origination and management of Community Development Loans and Low-Income Housing Tax Credit (LIHTC) equity investments.
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As the Finance Director, you will provide valuable financial leadership and direction for the Private Wealth Manager Team within Citizens Bank, playing a key role in its future growth and development.
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We are transforming Consumer Lending at First Citizens Bank – come be a part of the development team implementing the nCino Consumer Loan Origination System from the ground up! Experience working with source control systems/repositories (Visual Studio, Git, TFS) nCino Administrator and Salesforce Administrator/Developer certifications.
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Note that the Bank operates under the Silicon Valley Bank brand, as a Division of First-Citizens Bank & Trust Company, in the majority of the Bank’s California affordable housing markets.
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The Bank currently has a national portfolio of $2.8+ billion in committed investments that support the new construction or rehabilitation of affordable housing for low-income seniors, families, veterans, individuals with special needs or disabilities, and the chronically homeless, and we are embarking on a massive effort to expand the Bank's commitments to low- and moderate-income communities.
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In total, the Bank is committed to dedicating $10.5 billion to community development lending and investments, including affordable housing opportunities and small business lending to nonprofits and small for-profit developers that support LMI communities.
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Over 150 financials around the world have embraced the Backbase Engagement Banking Platform - including AIB, Barclays, Bank of the Philippine Islands, BNP Paribas, Citibank, Citizens Bank, CheBanca.
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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.
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Overview: This position is responsible for all finance functions within the Wealth Management department of the Bank. Oversees functions including First Citizens Investor Services Broker/Dealer and RIA, First Citizens Asset Management RIA, SVB Wealth, LLC, Private Wealth Advisory Services, Institutional Advisory Services, and the Private Client Group.
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Responsibilities: Financial Oversight - Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet.
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Qualifications: Bachelor's Degree and 10 years of experience in Brokerage Finance (Broker/Dealer), Registered Investor Advisors (RIA) OR High School Diploma or GED and 14 years of experience in Brokerage Finance (Broker/Dealer), Registered Investor Advisors (RIA) License or Certification Type: Finance and Operations Principal Series 27, 7, 63, and 24 Required, Series 53, 65/66 Preferred Skill(s): Knowledge of accounting, securities industry rules and regulations, and computer programming logic.
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The chief function is to effectively leverage and execute bank charitable contributions, grant making, executive engagement, volunteerism and overall community outreach activities and project management in key markets across Citizens’ footprint.
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Manages external audit relationships with the Bank's public accounting agency, FINRA and the SEC. Directs accounting, budgeting, and incentive compensation to ensure the financial accuracy and cost-effectiveness of department operations.
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Menemsha has delivered thousands of successful projects to both private and public sector clients throughout North America and internationally, including P.F. Chang’s, Wingstop, Starbucks, Lululemon, Office Depot, CVS, Citibank, Regions Bank, Citizens Bank, and Tractor Supply Co. Our reputation is built on the outstanding innovation and technical excellence that our people deliver.
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Experience with any interior Tenant improvement metal stud framing, drywall, t-bar, carpet, tile, wood flooring, or painting skilled trade work. Experience with concrete, Masonry, rough and finish carpentry trade work.
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