Relationship Service Advisor I
Company: SVB Financial Group
Posted on: June 12, 2021
Supports a portfolio of Global Fund Banking (GFB) clients with
relationship colleagues, responsible for nurturing the
relationships to increase SVB product awareness; penetration;
counter competitive activity; and serves as a point of contact
supporting client on inquires related to client accounts.
Relationship Service Advisors (RSA) work as a member of the
client-facing relationship team to provide exceptional service on
day-to-day banking needs. The RSA supports directly and indirectly
a portfolio of borrowing and non-borrowing clients and is
responsible for deepening relationships to increase client
satisfaction. This is done by assisting colleagues to complete
client requests and to work directly with clients to ensure their
banking service needs are met.
RSA's lead the following core responsibilities: new client
onboarding, service support of in-bound inquires, risk advice (Know
Your Client (KYC) and Fraud) and client contract maintenance.
Routinely makes impactful decisions and demonstrates medium levels
of discretion, with guidance, with respect to their five core
Work is structured around five core responsibilities.
Prioritization of what work is conducted day-to-day is based on RSA
discretion, supported by RSA Manager, based on business needs and
loads. Works within established procedures, processes and/or
regulatory guidelines and utilizes authority matrix to level of
determinations. Independent judgment is minimal as decisions are
predominantly guided by precedent or process; however, may will
make decisions not guided by precedent after accessing risk.
Proactively provides recommendations or advice to modify and/or
add products/programs to better meet the client's banking needs.
Makes recommendations to improve processes including identifying
- Demonstrated ability to develop and maintain trusted
relationships with internal colleagues and clients (primarily
levels accounting staff)
- Excellent organizational skills; ability to actively manage a
high volume and range of disparate daily activities
- Strong oral and written communication skills; ability to convey
complex concepts in a clear and concise manner
- Proven client service experience including interpreting client
inquires and use of systems and tools to log and monitor cases
- Problem solver; use of honed analytical skills and critical
thinking to evaluate root cause issues and recommend solutions
- Adept at quickly learning new processes, service offerings,
complex product information, market / segment characteristics
- Demonstrates proactive and positive attitude, commitment to
continuous learning and improvement
- Proven aptitude to collaborate with range of internal
constituents from Service to Sales (Relationship Management) to
Keywords: SVB Financial Group, Tempe , Relationship Service Advisor I, Other , Tempe, Arizona
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