Job Description

The Business Planning Support Analyst role is responsible for assisting with portfolio management, client onboarding, tracking portfolio credit/regulatory issues and supporting cross-sell opportunities. This role supports the VP and/or Director/Managing Director and involves collaborating with cross-functional SVB teams representing credit cards, letters of credit, foreign exchange, treasury management and Private Banking, with the goal of orchestrating a superior client experience and maximizing support of client relationships.

Much of the work will be in collaboration with, and usually initiated by, the VP/Director/Managing Director. The candidate should have strong task management, prioritization and project management skills. Interest in the entrepreneurial and technology ecosystem is important; A successful candidate will engage in staying up to date on technology market and sector trends. An interest in finance with some aptitude in understanding basic financial documents (income statement and balance sheet) is a plus. The candidate will utilize critical thinking skills in supporting the VP and Directors/MD on both recommendations and actions pertaining to pipeline and portfolio management.

Strong written and communication skills are essential. The candidate should approach each client engagement, electronic or live, as an opportunity to advise clients and to improve their business standing through that advice. The Associate will engage in client meetings both with call preparation and in taking notes. We strive to establish ourselves as trusted advisors more than ‘bankers’, and the candidate will engage and build relationships with key client stakeholders to remain well-informed and able to respond to changing circumstances while appropriately balancing client and SVB needs

Internally, a self-aware approach to engaging with the team, showing respect, follow-up and curiosity towards learning is desired. A self-driven desire to seek out Bank-provided tools and relationships internally and externally will help the candidate succeed. The team will support the candidate with hands on training on the product solution set, regulatory requirements, credit management, processes and systems, and educational and training resources.

Essential Functions

10% of Time

Relationship Management:

• Support MDs and Directors on delivery of the overall client experience. Which includes assisting with client onboarding, renewal of letters of credit and credit cards, and coordinating internal communications to quickly respond to client inquiries.
• Works with internal groups to meet deadlines and communicates effectively with the client as part of that process.
• Helps deal teams with call prep by presenting and aggregating relevant information for calls/visits
• Attends client meetings with primary responsibility of taking detailed notes
• Engages with clients on due diligence, regulatory and information completeness requests
• Assists with credit card management by working with MD to evaluate credit card levels and managing data collection/due diligence on renewals

40%

Portfolio management:

• Captures prospect/client information in on boarding process
• Due diligence, KYC, and credit and other regulatory issues
• Delivery of core commercial banking products (credit cards, letters of credit, treasury management, foreign exchange, etc) and broader SVB financial services (private bank, wealth advisory, SVB Analytics, regulatory, etc).
• Focuses on SVB's Success Drivers and Corporate Goals thru relationships and collaboration with appropriate business units in order to help coordinate implementation and booking of new products and services.

40%

Client and Market Engagement:

• Assists with expansion of existing relationships with a variety of levels of influencers within the client. This includes but is not limited to, as appropriate, building relationships with client teams and working with appropriate client team members as we expand our working relationship.
• Builds a network of peers both internally and externally with the tech ecosystem.
• May attend industry events for further education on the markets and clients that we serve.
• Works independently and with Sales Operations to identify new prospects and opportunities within the geographic market served by the Associate’s team.

20%

Decisions

• Influences and drive decisions. Identifies and explores business development responsibilities.
• Utilizes decision making and independent judgement in augmenting underwriting tasks and to help support the management of portfolios.
• Utilizes decision making and independent judgement for building increasing levels of expertise and sharing that with colleagues.

Recommendations

Recommends decisions related to portfolio management, cross-sell or process improvement.

Travel: Most travel is expected to be within the region with some opportunities to connect with local offices (150 mile radius)

Disclaimer

The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor are they intended to be an all-inclusive list of the skills and abilities required to do the job. This job description is intended to indicate the general nature and level of work to be performed. Duties, responsibilities and activities may change at any time with or without notice. This job description does not constitute a contract of employment and, therefore, the company may exercise its employment-at-will rights at any time.

• Knowledge of basic financial concepts and familiarity with reading financial statements in addition to knowledge of bank operations and products a plus.
• Office365 Suite
• Ability to learn other software

Required Education and Experience:

• Bachelor’s degree or equivalent related experience
• 2 or more years general work experience

Preferred Education and Experience:

• Experience and network in the tech startup ecosystem

Certifications: None

• Strong focus and ownership on the overall client experience
• Able to work in a team environment, but are comfortable working independently
• Solid communication skills, both written and verbal
• Ability to lead simultaneous assignments and produce results in time-sensitive circumstances
• Ability to take ownership of and drive processes, but also knows when to escalate or engage others
• Excellent communication skills
• Ability to manage time and prioritize
• Able to keep a level head under pressure
• Motivated and strives for success
• Exhibit initiative; act without being asked
• Thorough, nothing falls through the cracks
• Able to explain complex situations with ease
• Tendency to pick things up quickly
• Adept at thinking outside of the box

Competencies

• Collaboration/Support
• Accountability/Ownership
• Attention to detail
• Initiative
• Communication Proficiency
• Proactive

Together, First Citizens and Silicon Valley Bank offer you the strength and stability of a diversified financial institution with over 125 years of service and the personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.