Relationship Advisor Relationship Advisor …

Svb Financial Group
in Santa Clara, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Svb Financial Group
in Santa Clara, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Relationship Advisor
Relationship Advisor II

For more than 30 years, SiliconValley Bank (SVB) has helped innovative companies and their investors move boldideas forward, fast. SVB provides targeted financial services and expertisethrough its offices in innovation centers around the world. With commercial,international and private banking services, SVB helps address the unique needsof innovators.

Join us at SVB andbe part of bringing our clients world-changing ideas to life.

Primaryconsultative contact for an assigned portfolio of clients. Each RelationshipAdvisor is or has independent accountability for the following:

1.    Managing andgrowing existing relationships with clients and influencing positive change intheir operations, as well as communicating any policy changes

2.    Responsible for clientretention and assisting with the banks overall strategy of increasingnon-interest income within the assigned client portfolio through pro-activeoutreach and helping to identify cross-sell referral opportunities of globalproducts and services

3.    Direct delivery andservice of identified product solutions

4.    Overall clientsatisfaction and responsibility for positive net promoter score (NPS) withinthe assigned portfolio

5.    Independently hasdiscretion and authority within assigned portfolio to assess and manage risk inrelation to overdrafts, business credit card temporary increases and isresponsible for setting action plan to mitigate risk and decision action steps.

You will also beresponsible for adhering to Bank service and sales practices, policies,procedures, legal and compliance requirements. Work effectively with bankcolleagues to consultatively position product solutions to clients. Possessextensive knowledge related to bank deposit and cash management products andservices, including but not limited to online banking platforms, accountreporting, cash management disbursement and collection solutions. Build andnurture relationships with key clients to increase SVB product awareness,penetration and counter competitive activity. Participate in strategy meetingswith bank partners to increase client retention, deepen relationships, uncoverproduct gaps, win deals, identify outreach opportunities and set goals toachieve measurable business results.

RelationshipAdvisors manage onboarding of new relationships by gathering and validating allrelevant legal documentation to adhere to Know Your Customer (KYC) andAnti-Money Laundering and other banking regulations for new and existingrelationships. Prepare necessary bank documents and establish client records.Monitor and participate in product implementation training's. Reinforce andeducate clients of available self-service tools. Create, organize and deliverregular training and technology demonstrations via web conferencing or inperson to support the client self-service strategy.

As a RelationshipAdvisor you will provide ongoing advice and support to clients on all activityrelated to client accounts, including assessing risk related transactions,incident/campaign related client outreach, assisting clients with fraudmitigation, managing cash flow, and/or other daily bank operational needs.Provide client support for escalated product or service issues. Regularlyinteract with clients/prospects to determine potential client processimprovement or sales referral opportunities. Frequently schedule clientmeetings and adhere to pre-call planning and post-call practices. Identifyopportunities as a result of client interactions with Service Advisor or productteam to further influence the positive outcome of the client experience.

Additionally, youwill maintain information in contact management systems to monitor salesefforts, client contact, escalation support, product campaigns, portfolioreviews, training activity and availability of sales materials and resources.Provide records for performance tracking and targeting future salesefforts/referral opportunities. Participate in selected industry relatednetworking organizations, examine industry best practices and disseminatecompetitor information collected to appropriate internal business teams.Prospect and participate in local community events to promote SVB brandawareness. Actively participate/lead bank initiatives/task forces. Consistentlysearches for process improvements and leads efforts to implement.


Excellent analytical skills, capable of explaining complexconcepts in a clear and concise manner.

Excellent communication skills, both verbal and written

Ability to develop strong positive relationships with external clients andinternal colleagues.

Bachelors Degree or equivalent experience required

Typically requires a minimum of 4+ years related professional experience or5-6+ years of overall experience

Demonstrated client relationship building experience and/or client support infinancial and credit related products is required.

Extensive knowledge of commercial bank deposit and cash management services.

MS Office Suite, MS Dynamics (CRM)



Primary Location: United States-California-Santa Clara
Work Locations:
Job: Banking Commercial
Organization: SVB Financial Group.
Schedule: Full-time
Job Posting: Jan 18, 2020, 9:46:03 PM
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