The Relationship Management roles are responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships; deepening relationships within the C-Suite; consulting on, and cross-selling, the entire SVB platform (i.e. Treasury management to Debt financing to the Private Bank, etc.) to address client business and personal needs; orchestrating cross-functional SVB teams to optimize the client experience; and building real relationships to differentiate SVB with all key influencers in the market. Core responsibilities include new business development and expansion of existing relationships, as well as, originating, advising on, and negotiating financing solutions for SVB Commercial Bank clients.
Responsible for a portfolio of client, prospect, and influential relationships in their respective market. Highly skilled at building and growing relationships with Founders, CEO's, CFO's, and other key influencers, as well as, developing and driving new business opportunities in the market. Strong understanding of the capital structure of venture backed technology companies. Highly skilled negotiator and financial engineer. Leads a highly effective team of Vice Presidents. Maintains overall general management responsibility of their respective client portfolio.
Responsible for relationship management of commercial bank clients and delivery of core commercial banking products (i.e. debt financing, treasury management, FX, investments, etc) and broader SVB financial services (i.e. private bank, wealth advisory, SVB Analytics, etc).
Overall general management responsibilities for the respective business
Build strategic relationships with key executives and influencers in the ecosystems
Responsible for new business development, expansion of existing relationships
Management and development of team
Responsible for ensuring the team is focusing on SVB's Success Drivers and Corporate Goals thru collaboration with appropriate business units and thru smart risk taking
Utilizes substantial decision making and independent judgement in negotiations and building relationships. Influences and drive decisions. Identifies and explores business development responsibilities.
Manages a team and responsible for decisions regarding performance management; goal setting; and professional development.
Recommends new business development opportunities and wells as decisions related to portfolio management and performance management of team.
Strong negotiation and marketing skills with an ability to build and close new relationships. Understanding of Bank products, services and protocols.
Travel to clients is required. Approximately 30-40% travel to clients prospects in designated territory.
Highly effective person with people and relationships.
Experienced internal and external business leader
Proven ability to maintain an extensive network of business relationships, including the executive management of clients, prospects, referral sources, and other influential relationships in market.
Adept at building, managing, and scaling a business.
Excellent communication skills
Strong attention to detail
Bachelors degree or equivalent related experience 8 or more years of related experience.
Expert relationship management skills and broader general management experience and understanding.
Competencies: Negotiation, Leadership, Collaboration, Influencing without authority, Attention to detail, Initiative, Communication, Influential