13 days old

Relationship Advisor II

Silicon Valley Bank
Newton, MA 02459
  • Job Code

The Relationship Advisor II manages a portfolio of clients and is responsible for growing and nurturing the relationships to increase SVB product awareness; penetration; counter competitive activity; and serves as first point of contact supporting client on inquires related to client accounts. Provides assistance directly or indirectly utilizing internal partners for activities related to on-boarding; assessing risk related transactions; fraud mitigation, cash flow management, inquires on other daily banking operational needs; and conducts outreach related to incident/campaign. Evaluates each transactional item and accesses the appropriate actions and/or response, including probing for additional information, researching, escalating, developing solution, or engaging the Deal Team or Product Advisors. Maintains a knowledge of various products and accountable for advising clients on options to positively influence change in their operations which may include recommending modification additional bank products or programs. Applies appropriate judgment to assess risk in regard to Know Your Customer (KYC) and Anti-Money Laundering regulations, account ownership, account controls, fraud, fee waivers and overdraft.

Must Possess knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, cash management disbursement and collection solutions.

Solid understanding of routine client inquiries including, but not limited to: 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; and fraud monitoring, risk identification/resolution.

High School Diploma or Equivalency PLUS

3-4 years of related professional experience (banking/financial services industry or customer service) OR

5-7 years of overall experience

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

Posted: 2019-10-10 Expires: 2019-11-08
Sponsored by:
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Sponsored by:
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Relationship Advisor II

Silicon Valley Bank
Newton, MA 02459

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