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Client Service Advisor I
 Silicon Valley Bank | |
 United States, Arizona, Tempe | |
| 40 East Rio Salado Parkway (Show on map) | |
 July 06, 2022 | |
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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 DescriptionSummary/Objective Serves as the primary contact for service requests and technical support of SVB clients resolving a variety of client operational issues or bank transaction inquires. Receives requests through various channels and generates resolution by navigating, researching or escalating the issue typically guided by precedent and/or established procedures.Accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate resolution. Provides client information on their financial business needs in timely manner. May also be responsible for influencing client adoption of online tools. Performs assigned functions under regular supervision and may have worked reviewed to ensure all regulations, procedures, and polices are adhered to. Essential Functions Provides client support through direct or indirect client contact via email or phone channel to inquiries that may be, but not limited to: a general bank request or action; assistance with bank products; and/or technical support. Formulates responses or implements action under supervision which may result in inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners. Problem solving is guided by precedent. Solution generation may result in the recommendation of additional action and/or bank products or programs. General/routine inquiries may include, but not limited to the following:
Assistance on bank products may include, but not limited to the following:
Technical support to clients may include, but not limited to the following:
Participates in meetings, trainings, and other duties as assigned by management. Recommendations May share information with others within the group as to newly identified solutions or approaches to inquiries. Knowledge Knowledge of bank and/or financial products is preferred. Products include, but not limited to:
Proficient on Microsoft Office (Outlook, Word, Excel, PowerPoint and Communicator). "Internet savvy" with a knowledge of various browsers a plus Basic understanding and expanding knowledge of internal certifications of processes, procedures and guidelines related to essential functions. Skills Able to multi-task in a fast-pace and extremely dynamic environment Capable of understanding client inquiries Solid written and verbal communication skills with ability to convey information Desire to learn and develop a full understanding of products, processes, and enhancements Ability to follow instructions Able to identify issue, determine resolution, or escalating when appropriate Capable to act as client advocate and being accountable for "closing the loop" Strong attention to detail Able to recognize key operational risks facing clients and the company and escalates Competencies Customer/Client Focus Organizational Skills Problem Solving Accountability Time Management Flexibility Required Education and Experience High School Diploma or Equivalency PLUS Bachelor's degree OR 1-2 years of related professional experience (banking/financial services industry or customer service) OR 3-4 years of overall experience 2021 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: ). 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 is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No. FC029579. Silicon Valley Bank is authorised and regulated by the California Department of Business Oversight and the United States Federal Reserve Bank; authorised by the Prudential Regulation Authority with number 577295; and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. | |