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Silicon Valley Bank

SVB Relationship Advisor II (Start Up Banking)

Silicon Valley Bank, Boston, Massachusetts, us, 02298


SVB Relationship Advisor II (Start Up Banking)

OverviewThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.***Hybrid opportunity for individuals in Arizona and Boston markets***Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition 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. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations.SVB Be Part Of a Bank Like No OtherWhen 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 and the visionaries whose new technologies could transform the way people live and work.ResponsibilitiesThe Relationship Advisor “RA” manages a portfolio of borrowing and non-borrowing clients and is responsible for client onboarding, client servicing and proactive client solutioning.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 client 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.

QualificationsBachelor’s Degree with 1-3+ year of experience in banking/financial services industry or customer service experience OR High School/GED with 5-7+ year of experience in banking/financial services industry or customer service.This job posting is expected to remain active for (default 45) days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate.First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined.

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