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Client Service Advisor I

Company: SVB Financial Group
Location: Tempe
Posted on: November 19, 2021

Job Description:

BE PART OF 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 nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply. Job Description The Global Client On-boarding team at Silicon Valley Bank is responsible for the establishment of all commercial client information files (CIFs), deposit products, and online banking services. SVB values of empathy for others, speaking and acting with integrity, embracing diverse perspectives, taking responsibility, and support of continuous learning and improving are core to the team's operations. Our Client On-Boarding team is driven to meet client needs and support their global banking experience through an accurate and timely servicing of their deposit products and services. A Client Service Advisor I (CSA I) is an integral part of a production team responsible for supporting internal business partners in fulfilling client requests. A CSA I works alongside a large team across multiple regions and through an array of different systems. Global Client On-Boarding is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows. Job Responsibilities Include: * Delivering an excellent client experience by providing a timely and accurate on-boarding of client records for the commercial bank. * Supporting client financial needs through the opening of new deposit accounts and online banking services. * Providing accurate and clear operational guidance to clients and internal business partners consistent with regulatory requirements, bank policy, and department procedures * Processing approximately 450-600 client requests per month while maintaining an accuracy rate of 98% or higher * Adherence to tight service level agreements on client requests * Ability to research simple to moderately complex requests and communicate to business partners a timely resolution of client inquiries * Flexibility with hours of support and coverage * May support tasks related to regulatory monitoring of accounts as needed Desired Skills: * Ability to learn products, services, and procedures quickly and accurately * Highly motivated self-starter with a strong work ethic and intense focus on delivering results * Detailed-oriented with a keen eye for accurate quality of work * Strong ability to multi-task, handle high volumes via multiple work queues, and effectively manage time to meet deliverables * Excellent written and verbal communication skills * Resourceful in researching inquiries and providing solutions in simple to moderately complex scenarios * Bachelor's degree or equivalent work experience * Prefer 2+ years of experience in the financial industry, knowledge of deposit operations is a plus -- 2021 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB). Equal Employment Opportunity Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices. Silicon Valley Bank is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No. FC029579. Silicon Valley Bank is authorised and regulated by the California Department of Business Oversight and the United States Federal Reserve Bank; authorised by the Prudential Regulation Authority with number 577295; and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

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

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