The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Inbound/Outbound Calls Answering approximately 50 inbound calls a day to handle customer questions regarding their collateral assets. Follows up on unsecured assets to ensure liens are properly secured. Approximately 50 outbound calls per day. Titling Ensures liens are properly added to title transactions. Follows up with customers, vendors, and the DMV when needed in ord

New Client Onboarding Leads client's onboarding journey, collaborating with client's Relationship Manager and Product Advisor to understand client's strategy and short and long term financial needs. Conducts onboarding activities to include Leads client discussions to identify deposit and cash management needs. Performs product demos independently. Sets expectations on da

New Client Onboarding Leads client's onboarding journey, collaborating with client's Relationship Manager and Product Advisor to understand client's strategy and short and long term financial needs. Conducts onboarding activities to include Leads client discussions to identify deposit and cash management needs. Performs product demos independently. Sets expectations on da

Risk Oversight & Monitoring Provides objective oversight of risks through effective challenge using defined methodologies and subject matter expertise. Provides leadership, consultation, and support for risk management. Fosters business unit relationships and implements training to promote engagement in risk management programs, including compliance with all risk policies

SVB's Startup Banking team is focused on engaging and building deep and authentic client relationships with pre Series A founders, clients, prospects and partners. Early stage constituencies include accelerators/incubators, law firms, universities, industry groups and early stage VC investors (emerging managers). This VP1 Startup Banking Portfolio Management role is respo

Ongoing Sales Support Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists, and making joint calls as required. Documentation Support and Accuracy Originates, processes, and ensures accuracy of loan documentation for clo

Service & Support Supports sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process. Documentation Prepares documentation presented to clients. This ma

Risk Activities Ensures appropriate and effective collaboration between the Product organization and Risk Management department. Provides BU risk considerations for business/strategic plans. Helps inform, implement and scale a business risk strategy for the BU . Manages timely identification and escalation of risks and issues and consults with BU management surrounding ke

Risk Activities Ensures appropriate and effective collaboration between the Product organization and Risk Management department. Provides BU risk considerations for business/strategic plans. Helps inform, implement and scale a business risk strategy for the BU . Manages timely identification and escalation of risks and issues and consults with BU management surrounding ke

Risk Oversight Serves as a subject matter expert within the Product Organization providing guidance and process coaching to ensure appropriate and effective collaboration between the BU and Risk Management departments. Generates, analyzes, and utilizes BU Risk Reports to identify potential risks that may impact the BU and provides any needed clarification. Continuously tr

Risk Oversight Serves as a subject matter expert within the Product Organization providing guidance and process coaching to ensure appropriate and effective collaboration between the BU and Risk Management departments. Generates, analyzes, and utilizes BU Risk Reports to identify potential risks that may impact the BU and provides any needed clarification. Continuously tr

Data Analysis Sources, compiles, and interprets data. Performs data analysis at the most advanced level, effectively communicating and directing analysis output. May handle special projects or direct the analytics efforts of the work group. Identifying Requirements Determines system requirements and communicates them through the use of specifications, reports, project pla

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa