25 days old

Relationship Management, Bronze, Private Bank Wealth Advisory

Silicon Valley Bank
Salt Lake City, UT 84111
  • Job Code

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

The Bronze Relationship Specialist is responsible for leading efforts to build, expand and service banking, credit and investment relationships with our Private Bank clients. The ability to develop personal relationships, anticipate client needs and become a trusted advisor is essential to the success in this role. The Sr. Relationship Specialist will help implement our segmentation strategy by serving as the relationship manager for clients in our bronze segment with the goal of expanding the size of the SVB relationship with product diversification to be able to transition clients into a higher tier face-to-face local metropolitan market.

  • Able to deepen client relationships using a consultative approach to uncover and identify current/future sales opportunities.
  • Deepen customer relationships by maintaining regular contact to understand evolving needs, build awareness of product suite to help deliver new value-creating services.
  • Support day-to-day client needs/enhance the client experience during every service encounter to inspire long-term loyalty, increase retention, and build advocacy.
  • Establish and maintain strong working relationships with colleagues across the Private Bank and SVB broadly to serve client needs.
  • Demonstrate service excellence by fielding client calls, supporting product transactions, answering questions, and finding resolutions to service-related issues.
  • Provide quality, accurate and timely responses to client inquiries in-person, via telephone, email.
  • Understands product offerings from other parts of the Bank and acts as a conduit between other departments such as commercial banking, consumer banking as well as wealth products.
  • Uses a high degree of judgment and discretion in serving the needs of Private Bank clients.
  • Oversees complex account structuring needs to ensure strict compliance to Bank standards while delivering "white glove" service to Private Bank clients.
  • FINRA Series 7 and 66 required
  • Bachelor's degree or equivalent experience (5 years of related professional experience)
  • Relentless, working tirelessly on the clients' behalf, going the "extra mile" to meet client needs.
  • Excellent analytical skills with an aptitude for determining root cause or underlying circumstances and identifying solutions
  • Highly proficient at researching complex issues, determining options that best suit client needs and minimizes risk, and generating recommendations that not only address issues but proactively enhance or improve client outcome.
  • Excellent communication skills - capable of explaining information in a clear and concise manner and adapting delivery depending on the audience, and influencing decisions in the best interest of the client
  • Professional, thorough and organized with strong follow-up skills
  • Excels in a team environment and proactively collaborates and acts as a leader with others to serve clients
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

Posted: 2021-04-16 Expires: 2021-05-15
Sponsored by:
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Sponsored by:
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Relationship Management, Bronze, Private Bank Wealth Advisory

Silicon Valley Bank
Salt Lake City, UT 84111

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