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Client Service Advisor
Silicon Valley Bank
Tempe, AZ, United States
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Qualifications
• Demonstrated client advocacy in a direct client contact role over the telephone and/or face to face client interactions is required.
• Ability to distill client issues, set client expectations and mitigate risk by effectively documenting client issues, identifying and raising technical/operational/servicing issues to the appropriate business/vendor partner and following through with our client is critical to this role.
• Experience with payments processing/API’s/platforms is a plus.
• Proficiency in Microsoft products (CRM, Outlook), database applications, workflow platforms and/or analytics tools, is a plus.
• Knowledge of bank/credit union/and/or broker dealer products is preferred. Product knowledge in terms of direct send (transmission), depository products (DDA, Remote Deposit Capture, Account Analysis), cash management products (Bill Pay, Lockbox, Controlled Disbursement, Positive Pay, Sweep), risk mitigation (ACH blocks/filters), investment products, and/or international products (Letters of Credit, foreign exchange, multi-currency accounts) is a plus.
• Demonstrated experience in client service management is required. 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.
Typically requires minimum 3+ years working experience in banking, financial services, finance/treasury/analytics role in public or private/not for profit sector