Silicon Valley Bank
Relationship Service Advisor I (Finance)
RSA's lead the following core responsibilities: new client onboarding, service support of in-bound inquires, risk advice (Know Your Client (KYC) and Fraud) and client contract maintenance. Routinely makes impactful decisions and demonstrates medium levels of discretion, with guidance, with respect to their five core responsibilities.
Acknowledge and orchestrate fast resolution of in-bound service inquiries for service tasks; research and resolve cash management inquiries. Evaluates each transactional item and accesses the appropriate actions and/or response, including probing for additional information, researching, developing solutions, and escalating to senior team members and operations as needed. Applies operational knowledge to execute these activities, including, but not limited to: utilization of authority matrix to ascertain appropriate scope of actions; analysis of risk by reviewing current and historical transactions; and determining when and who to escalate to resolve issues. Collaborates with other internal partners to improve client experience, minimize risk, and/or positively influence change in client operations related to bank needs.
Monitor cases until closed with satisfactory results for client. This is inclusive of leveraging operational knowledge collaborating with internal colleagues to ensure satisfactory results.