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Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n
Posted 19 days ago
Overview Underwrite investments in broadly syndicated institutional, non investment grade cash flow loans. Manage a portfolio of existing investments. Train and mentor junior team members on investing and portfolio management philosophies, deal closings, internal systems and templates, etc. Attend / participate in bank meetings and industry conferences to build new relati
Posted 19 days ago
The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem
Posted 24 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 3 days ago
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 closi
Posted 10 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
We're seeking a Card Risk Associate to join our Card Products team. Key responsibilities include Analyze data and identify fraud trends and client friction and take appropriate action using business judgement. Create/update/review reports designed to assist in identification of trends. Review, identify, & implement process improvements and new processes, utilizing busines
Posted 19 days ago
Engage with SVB's complex and strategic payment processing clients to become a trusted strategic advisor and main point of contact for anything related to the clients' embedded payments programs. Grow and evolve these clients' payment programs, help navigate compliance topics, clear operational hurdles, and identify and manage risks. Collaborate with internal stakeholders
Posted 22 days ago
Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac
Posted 23 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 24 days ago
Risk Oversight & Monitoring Provides objective oversight of risks through effective challenge using defined methodologies and subject matter expertise. Facilitates the development of analyses and reports to support the appropriate identification, assessment, monitoring, and reporting of risk. Supports projects, including key risk management framework initiatives, that imp
Posted 3 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 10 days ago
The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial
Posted 12 days ago
Financial Reporting Regular financial reporting to inform management about financial results across the balance sheet and income statement. Educate business partners on key drivers of profitability, including key variance analysis articulating the financial story. Provide comprehensive and consistent results, with salient points distilled for management. Financial Plannin
Posted 19 days ago
Engage with SVB's complex and strategic payment processing clients to become a trusted strategic advisor and main point of contact for anything related to the clients' embedded payments programs. Grow and evolve these clients' payment programs, help navigate compliance topics, clear operational hurdles, and identify and manage risks. Collaborate with internal stakeholders
Posted 22 days ago
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