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Sales Support Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning. Ensures associates have the resources and information needed to close sales. Relationship Management Assists in client relationship management planning by providing timely, efficient administrative suppo
Posted 12 days ago
Data Analysis Sources, compiles, and interprets data. Performs advanced data analysis, effectively communicating and directing analysis output. Operational Support Provides support for business operations by responding to inquiries, identifying issues, and working to improve team practices. Assists in streamlining daily work flow for overall unit, resolving escalated matt
Posted 3 days ago
You will be joining the Frontier Technology group at SVB that is focused on providing financing solutions to companies that encompass cutting edge technology powered by engineering innovation. Frontier Technology sector enables the convergence of hardware, software, and data in the following key sub sectors aerospace, hardware infrastructure, transportation, consumer elec
Posted 5 days ago
Research Maintains a strong knowledge of banking services, as well as knowledge of the CAB industry and markets served. Conducts and documents fundamental and relative value research. Utilizes results to deliver specific, insightful, and timely credit research opinions. Builds relationships with external sources to support research efforts. Portfolio Management Reviews an
Posted 10 days ago
Managerial Functions Manages and guides direct reports ensuring accuracy of work, process improvements and efficiencies. Establishes and monitors expectations to achieve company and team goals. Manages the performance, training, and evaluation of assigned staff. Maximizes team achievements by providing professional development. Coordination & Delivery Govern and manage po
Posted 11 days ago
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
Posted 12 days ago
Data Analysis Sources, compiles, and interprets data. Performs advanced data analysis, effectively communicating and directing analysis output. Operational Support Provides support for business operations by responding to inquiries, identifying issues, and working to improve team practices. Assists in streamlining daily work flow for overall unit, resolving escalated matt
Posted 3 days ago
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage
Posted 5 days ago
The Liquidity Account Manager (LAM) will support the first line client experience by providing client on boarding, account servicing, accounting, audit support and relationship management to SVB Asset Management (SAM) and other Liquidity Management clients. The LAM will work with clients to ensure timely and accurate resolutions to client requests and inquiries and will b
Posted 10 days ago
This position leads underwriting efforts by servicing Energy portfolios at the highest level of ability and complexity. Supports the Energy lending team with expertise in structuring, analysis, and credit documentation for Energy credit actions. Establishes viability of repayment sources and prepares credit approval memos. Identifies, gathers, and reviews financial inform
Posted 12 days ago
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Service Sta
Posted 12 days ago
Participating in and overseeing BU key risk management activities and executing applicable risk monitoring, reporting, and governance responsibilities. This includes tracking and reporting on key risk indicators and limits. Continually sharing risk related information with the BU and provide training to the BU to embed a risk aware culture and provide associates with the
Posted 16 days ago
Leads client onboarding journey, collaborating with Managing Director and Product Advisor to open new accounts Analyze and manage data sources/CRM to identify top clients and prospects; Determine potential cross sell opportunities and participate in the sales process; Develop and maintain deep understanding of SVB's products and anticipate clients' needs for these product
Posted 16 days ago
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
Posted 16 days ago
Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage
Posted 16 days ago
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