Silicon Valley Bank
Client Service Advisor II (Finance)
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 30 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.
As a Client Service Advisor, you bring excellent oral, written communication skills, and may develop training content that showcases your presentation skills with clients and internal business partners. CSA's communicate effectively with various cross-functional business team partners and vendor contacts. Serving as the primary contact for service requests and technical support of SVB clients resolving various client operational issues or bank transaction inquires. You will receive 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 client experience by effectively communicating and delivering accurate resolution. Provide client information on their financial business needs in timely manner. Additionally, you may also be responsible for influencing client adoption of online tools, perform assigned functions under regular supervision and may have worked reviewed to ensure all regulations, procedures, and polices are adhered to. You will serve at the forefront of our client's experience as a technical resource for new banking products/channel/rep tools. Research and resolve a variety of online, mobile, API and operational issues received daily through client inbound call and email channels.
Setting client expectations and delivering consistent follow up with clients is a critical deliverable in this role. You will utilize your problem-solving skills to handle client issues with diplomacy, tact and efficiency.
Our team coaches colleagues in terms of client interaction and training to best practices. We play a major role in mitigating firm and client risk; as a result, you will use effective research skills while managing the client experience and internal partner expectations. CSA's share joint accountability with one's direct manager for goal development, training initiatives, and partner feedback.