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Client Service Advisor
Silicon Valley Bank
Tempe, AZ, United States
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Qualifications
We are looking for colleagues who are passionate for client service with a demonstrated capability to manage telephone and email client interaction.
• Setting client expectations, identifying risk, mitigating technical/operational/servicing issues, and following through with our client are critical for this role.
• Proficiency in Microsoft products (CRM, Outlook), database applications, workflow platforms and/or analytics tools, is a plus.
• Knowledge of bank, retirement, or investment products is preferred.
• Excellent verbal and written communication skills with the ability to succinctly convey an issue and resulting outcome to clients and internal business partners is a key requirement.
• Essential to team success: a willingness to share credit for wins and successes with ones’ teammates.
• Bachelor's degree is preferred.
• We have a training and certification program for continued growth specific to bank products and services.
Depending on business needs, scheduled shifts are subject to change.