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:

Summary/Objective

The Relationship Advisor “RA” manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, client servicing and proactive client solutioning . A key member of the client’s relationship team , the RA serves as the client’s dedicated point of contact for deposit and cash management banking needs. This individual will be responsible for the following essential functions:

New Client Onboarding

• Partners with relationship team to support client’s onboarding journey

• Conducts onboarding activities to include :

• Partners with Manager / peer RAs / relationship team to identify client needs

• Partners with other RAs to perform product demos

• Gathers data and documentation requirements to open new services

• Gathers and validates all relevant legal documentation

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

• Post onboarding, partners with Manager / peer RAs / relationship team to engage client to review services and ensure client understanding and utilization

Client Servicing

• Acknowledge s and orchestrate s fast resolution of in-bound service inquiries

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

• Engages Manager / RA partners to resolve complex client inquiries

Risk Advice

• 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

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

Client Success

• Advises relationship team on client’s service themes and trends

• Engages Manager / RA partners to proactively address client needs

Decisions

• Engages Manager / RA partners to make product and risk decisions to support clients

Recommendations

• Engages Manager / RA partners when a client need is identified outside knowledge set

Knowledge

• Knowledge of banking
• Knowledge of service support best practices

Skills

• Client service experience

• Ability to develop relationships

• Knowledgeable of banking products

• Demonstrated organizational skills

Required Education and Experience

• 1 - 3 years of related professional experience (banking/financial services industry or customer service) OR 3 - 5 years of overall experience

Preferred Education and Experience

• High School Diploma or Equivalency

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

• Demonstrated client relationship building experience and/or client support in financial services and/or products.

BASE PAY:

$43,425.00 - $81,421.00

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.