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:

At SVB Private Bank, we are focused on delighting our clients in the innovation economy and beyond - we place our customers at the center of everything we do. We enrich their lives by providing high-quality advice and custom-designed financial solutions to fulfill their unique needs and aspirations.

The Private Bank Relationship Advisor assists our client facing team members by gathering and screening account documentation for deposits, trusts, and/or loans. They also provide daily service support and troubleshooting, including but not limited to responding to client requests for account maintenance, gathering/tracking of client documentation, processing money movement requests, and follow up on a wide variety of internal/external client requests. They answer clients calls and respond to client emails in a timely, informed, and professional manner. The Private Bank Relationship Advisor is a critical member of the service and support team to ensure we fulfill the financial needs of our Private Bank clients.

PRIMARY RESPONSIBILITIES:

• Assist with opening a full range of traditional banking products, for new and existing clients. Educate new and existing clients about bank services/feature/digital solutions that provide additional convenience such as online banking, bill pay, external transfers, e-Statements, mobile banking, remote deposit capture, debit card, fraud, etc.

• Encourage online banking adoption, assist with password resets, troubleshoot errors, investigate money movement requests, etc.

• Maintain proper documentation to record account onboarding/enrollment, capture client interactions in Salesforce CRM system

• Has the authority to decide if documentation is acceptable to the bank based on knowledge of Bank’s operating guidelines and policies.

• Provide excellent client service by answering questions seeking first contact resolution whenever possible. Provide applicable account agreements, disclosures, rate sheets and privacy policies.

• Facilitate deposit account type changes, ownership changes, rate changes, close accounts

• May provide initial guidance to Premier Service Advisor and directly to client.

• Responsible for monitoring and addressing daily support as it relates to deposit accounts.

• Answer client inquiries on bank products, services, accounts, and policies.

• Serve as a coordinator in facilitating client transactions between specialist teams and multiple business units (Wealth Operations, Research and Reconciliation, Wire Investigations, Electronic Payments, Fraud, Card Operations, etc.).

• Review daily transaction exceptions and ensure input of timely dispositions.

• Provide first line deposit banking technical guidance for clients and internal business partners. Resolves a variety of intermediate to complex client requests/issues while ensuring the highest level of client experience and satisfaction.

• Process requests for funds transfers (wires, internal transfers, line advances, etc.), while seeking opportunities to develop client relationships by identifying ways to simplify their financial life (e.g. online banking, recurring wires, external transfers, person-to-person transfers, automatic payments, etc.).

• Use available resources for problem resolution including guides, training materials, and our Private Bank Knowledge Base. This may involve analysis of information received from client and/or internal partners.

• Occasional travel may be required

• This position requires after hours, weekend and holiday work on a rotational basis.During alt-shifts, incumbents will be required to independently review client issues to autonomously determine appropriate solutions or need for client escalation.

QUALIFICATIONS

• High School Diploma or Equivalency PLUS 4-6 years of related professional experience (banking/financial services industry or customer service) OR 7-9 years of overall experience

• Bachelor’s Degree desired and may be considered as 2-3 years overall experience

• Broad knowledge of financial services products and services (deposit products/services, consumer lending products, financial planning, wealth advisory).

• Familiarity with contact centers and multiple communications channels (phone, email, etc.).

• Demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

• Ability to pivot from working independently to collaborating within teams under minimal supervision

• Execute tasks with a high degree of accuracy required

• Ability to multi-task and effectively process diverse workload

BASE PAY:

$55,648.00 - $78,422.00

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.