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Private Bank Relationship Advisor
Silicon Valley Bank
Santa Clara, CA, United States
Job Details - this job has expired, please see similar jobs below
Qualifications
• Ability to consistently deliver responsive high touch client service with a positive attitude in dynamic service environment.
• Minimum 3 years consultative client services and operations in financial services, preferably assisting high net-worth clients.
• Demonstrated client relationship building experience through deep and immersive client relationships. Broad knowledge of financial services products and the use of a customer relationship management systems are preferred (i.e. Microsoft CRM).
• Familiarity with risk management and loss mitigation standards in a financial institution environment.
• Ability to multi-task in a high production environment working across different business groups and with multiple operational platforms.
• Bachelor’s Degree or equivalent work experience required.
• Intermediate-advanced verbal/written communication and interpersonal skills.
• Detail oriented. Strong organizational and time management skill. Ability to multi-task and work independently and under moderate supervision in a high production, client focused environment.
• Knowledge of key Banking platforms such as Miser, Signature/CBS, CRM, Remedy, etc. is preferable. Ability to quickly and independently solve moderately complex problems.
• Strong presentation skills and ability to articulate the Private Bank value proposition with both individual clients and in small group sessions. Ability to work as a flexible and collaborative member of cross functional teams is essential.
• Functional knowledge of office software including the suite of Microsoft office products including Excel and PowerPoint.
Note: Position requires after hours work on a rotational basis. This includes evenings, weekends and holidays as pre-scheduled by manager.
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