Sr. Portfolio Service Advisor
Company: SVB Financial Group
Posted on: June 12, 2021
Join a bank like no other.
When you work with the world's most innovative companies, you
know you're making a difference. Our clients are the game changers,
leaders and investors who fuel the global innovation economy.
They're the businesses behind the next medical breakthroughs. And
the visionaries whose new technologies could transform the way
people live and work. They come to SVB for our expertise, deep
network and 30 years of experience in the industries we serve, and
to partner with passionate, enterprising SVBers, dedicated to
helping them grow and succeed at every stage of their business.
Join the SVB team and help bring our clients' world-changing
ideas to life.
Reporting to the Sr Director of Client Services, this new Sr.
Portfolio Advisor role will support a new strategic channel
portfolio within the Startup Banking client segment. They will play
a key role as a first point of contact as part of the SVB
onboarding process and the first 90 days as a client with SVB. They
develop and maintain consultative relationships and serves as the
point for all deposit and operational issues, including, but not
limited to: on-boarding; account maintenance including recommending
modifications or additions to products or programs; and on-going
training or education to SVB services and products..
This position will:
- Support On-Boarding of New Clients or adding accounts for
existing clients may include direct action or coordination of
on-boarding activities with other internal partners
- Drive the Welcome Call campaign for this portfolio where they
proactively connect with new clients at key touchpoints in their
new SVB relationship. These touchpoints will include training and
education, advise on SVB products and services, fraud prevention
and guidance on self-service tools.
- Support account maintenance activities inclusive of;
overdrafts, verifying wire transactions, updating account signers,
investigate fraud issues and fee waivers
- Maintain 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
- Possess extensive knowledge related to bank deposit and cash
management products and services, including but not limited to
online banking platforms, account reporting, cash management
disbursement and collection solutions.
Skills and Requirements:
- High School Diploma or Equivalency PLUS 3 years related
professional experience (banking/financial services industry or
- Knowledge of regulatory requirements that impact financial
- Demonstrated ability to develop strong positive relationships
with external clients and internal partners
- Proficient in MS Office software
Skills and Requirements:
- Commercial credit card experience
- College degree
Keywords: SVB Financial Group, Tempe , Sr. Portfolio Service Advisor, Other , Tempe, Arizona
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