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Client Service Advisor I

Company: SVB Financial Group
Location: Tempe
Posted on: June 12, 2021

Job Description:

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 Silicon Valley Bank (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.

Client Service Advisors (CSA's) are the primary client service and technical troubleshooting contact for Silicon Valley

Bank (SVB's) commercial bank clients. CSA's are accountable for navigating, identifying and researching technical,

service related and/or operational client issues for all commercial bank products. CSA's are expected to collaborate with

colleagues on a day to day basis. The Client Support Advisor is accountable for researching and resolving a variety of

online banking, direct electronic file sharing, mobile channel and operational issues received through client inbound call

and email channels.

The Client Service Advisor is expected to demonstrate excellent oral and written communication skills, including delivery

of training content and demonstrating aptitude in presentation skills, both with clients and internal business partners.

CSA's serve at the forefront of our client's experience and are accountable for facilitating and demonstrating the

capability to problem solve and handle client escalations with diplomacy, tact and efficiency. Client Support Advisors

success metrics include; client satisfaction (measured via surveys), quality and efficiency (ACW) and schedule


This is a role with a Monday - Friday schedule with a shift that would fall between 5am - 5:30 pm PST. We are closed for

federal banking holidays.

  • Demonstrated ability to identify and resolve client issues with follow-up as needed
  • Strong agility to multitask and maneuver between multiple system to provide client support
  • Excellent verbal and written communication skills with the ability to succinctly convey an issue and resulting outcome to

clients and internal business partners via phone or email

  • High School diploma or GED
  • Must have 4 or more of client/customer service experience
  • Proficient in Microsoft office and database products

Preferred Qualifications:

  • 3 years working experience in banking, financial services, finance/treasury/analytics role
  • Bank teller experience a plus
  • Bachelor's degree
  • Demonstrated experience in client service management
  • Experience with payments processing/API's/platforms is a HUGE plus!

Keywords: SVB Financial Group, Tempe , Client Service Advisor I, Other , Tempe, Arizona

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