Silicon Valley Bank
Client Service Advisor I (Finance)
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.
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:
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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