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 Client Service Advisor serves as the primary contact for service requests and technical support of SVB clients resolving a variety of client operational issues or bank transaction inquires. The Client Service Advisor receives requests through various channels and generates resolutions by navigating, researching or escalating the issues typically guided by precedent and/or established procedures. This critical role facilitates and positively influences the client experience by effectively communicating and delivering accurate resolutions. May also be responsible for influencing client adoption of online tools.
Key Responsibilities Include:
Provides client support through direct or indirect client contact via email or phone channel to inquiries including general bank requests; assistance with bank products; and/or technical support.
Formulates responses or implements action which may result in inquiry being resolved during initial contact or may perform additional research, problem-solving, or collaboration with other internal partners.
General account and/or product support inquires
User administration inquiries and associated online training
Operational troubleshooting for all products and services
Liaison between client and internal business partners for problem resolution
Fraud monitoring, risk identification/resolution
ACH and Wire modules - client training and troubleshooting for file import formats
Business Bill Pay - troubleshooting and raising issues to vendor
QuickBooks navigation and troubleshooting
Credit Card/Debit Card Servicing and Troubleshooting- declines/transaction inquiries, lost/stolen and fraud reporting, statement navigation and reconciliation, address changes, online banking support and other credit card related research.
Experience & Knowledge
High School Diploma or Equivalency PLUS Bachelor’s degree OR 1-2 years of related professional experience (banking/financial services industry or customer service) OR 3-4 years of overall experience
Proficient with Microsoft Office
Able to multi-task in a fast-paced, dynamic environment
Proven written and verbal communication skills
Strong attention to detail
Knowledge of bank and/or financial products, including but not limited to those listed below, is helpful.
Depository products (DDA, CD, MMA, Electronic Deposit Capture, account analysis),
Cash management products (Business Bill Pay, Lockbox, Control Disbursement, Positive Pay, Business CreditCard, eMerchant Solutions, Sweep, QuickBooks),
Investment products (SVBs, SAM)
International products (Letter of Credit, Foreign Exchange, Multi-Currency accounts)
BASE PAY:
$37,752.00 - $48,496.00
Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.
SVB benefit programs are designed to meet our employees where they are in life. SVBers may enroll in core benefits programs, plus take advantage of customized perks and offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here.
© 2022 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 UK Limited is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK (Company Number 12546585). Silicon Valley Bank UK Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority (Firm Reference Number 543146). Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.
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.