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Relationship Advisor III
Silicon Valley Bank
San Francisco, CA, United States
Job Details - this job has expired, please see similar jobs below
Manages a portfolio of clients and responsible for growing and nurturing the relationships to increase SVB product awareness; penetration; counter competitive activity; and serves as first point of contact supporting client on inquires related to client accounts. Provides assistance directly or indirectly utilizing internal partners for activities related to on-boarding; assessing risk related transactions; fraud mitigation, cash flow management, inquires on other daily banking operational needs; and conducts outreach related to incident/campaign. Evaluates each transactional item and accesses the appropriate actions and/or response, including probing for additional information, researching, escalating, developing solution, or engaging the Deal Team or Product Advisors.
Maintains a knowledge of various products and accountable for advising clients on options to positively influence change in their operations which may include recommending modification additional bank products or programs. Applies appropriate judgment to assess risk in regards to Know Your Customer (KYC) and Anti-Money Laundering regulations, account ownership, account controls, fraud, fee waivers and overdraft. Researches client trends and proactively contacts clients to advise them on best practices and other financial product or programs to advance their financial strategy.
Qualifications
Required Education and Experience
• High School Diploma or Equivalency PLUS
• 4-6 years of related professional experience (banking/financial services industry or customer service) OR 7-9 years of overall experience
• Bachelor’s Degree desired and may be considered as 2-3 years overall experience
Preferred Education and Experience
• Demonstrated client relationship building experience and/or client support in financial services and/or products.