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Silicon Valley Bank · 2 days ago

SVB- Relationship Advisor III- Global Fund Banking

Santa Monica, CA

Full-time

Hybrid

Entry, Mid Level

$74K/yr - $100K/yr

2+ years exp

Silicon Valley Bank, in collaboration with First Citizens Bank, is a diversified financial institution with a rich history of service. The Relationship Advisor manages a portfolio of clients, focusing on onboarding, servicing, and providing proactive solutions in the Venture Capital and Private Equity market.

BankingFinanceFinancial Services

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

New Client Onboarding Leads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor to understand client’s strategy and short - and long-term financial needs

Conducts onboarding activities to include:

Leads client discussions to identify deposit and cash management needs

Performs product demos independently

Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements

Gathers and validates all relevant legal documentation to adhere to KYC based on client’s legal entity type

Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status

Post onboarding, proactively engages client to review services and ensure client understanding and utilization

May assist more junior RAs with client onboarding

Client Servicing Acknowledges and orchestrates fast resolution of in-bound service inquiries

Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution

Researches and resolves complex client inquiries; ensure resolutions of solution solves client’s need and / or issue

Leverages client’s service need as an opportunity to identify broader solutions to support client needs

Takes initiative to resolve complex client inquiries before escalating to Manager

Risk Advice Advises clients on risk mitigation strategies to combat money laundering and fraud

Manages internal Know Your Client “KYC” for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements

Leads clients discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls

Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts

Client Success Collaborates with client’s Relationship Manager and Product Advisor teams to remain apprised to short - and long - term client strategy; advises relationship team on client’s service themes and trends

Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships

Performs client account reviews and facilitates product discussions to support client short - and long - term financial needs

Positions solutions within knowledge set, from qualify to close, for select deposit and cash management services

Qualification

Commercial Banking ExperienceClient Relationship ManagementOrganizational SkillsTime ManagementTeam CollaborationWritten CommunicationVerbal Communication

Required

Bachelor's Degree and 2 years of Commercial Banking Client Service experience in OR High School Diploma or GED and 6 years of experience

Preferred

Commercial banking experience

Strong experience building client relationships

Demonstrated organizational skills

Able to prioritize tasks with effective time management in a fast-paced environment

Strong written and verbal communication skills

Able to work in a team environment and comfortable working independently

Company

Silicon Valley Bank

Glassdoor4.2

Silicon Valley Bank offers business banking, lending, payments, venture debt, liquidity management, and global fund banking sloutions.

Founded in 1983

Santa Clara, California, USA

5001-10000 employees

https://www.svb.com

H1B Sponsorship

Silicon Valley Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (42)

2022 (126)

2021 (138)

2020 (98)