System Enhancement Utilizes programming specifications to construct modules, develop testing methods, and assists with designing training materials. Designs and executes test plans to validate application functions. Designs modifications that fit within existing system architecture. Business Support Provides technical support to production systems by addressing complex is

Service Handles complex, escalated, or time sensitive issues and requests. Determines target needs and provides resolution while maintaining a high standard of service. Establishing and ongoing maintenance of commercial loans, researching and balancing sophisticated information; and is a critical point of escalation particularly within the Participation/Syndication Loan s

Compliance Review Conducts Enhanced Due Diligence reviews of high risk clients that include composing a comprehensive written narrative explaining the business structure and risks the business presents. The ability to write, think critically and make sound judgments independently is imperative. As part of the due diligence review you would identify and escalate unusual ac

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

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

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

The Relationship Service Advisor "RSA" supports / manages a portfolio of borrowing and non borrowing clients and is responsible for product and account servicing. A key member of Relationship Management, the RSA serves as support for client deposit and cash management banking needs. This individual will be responsible for the following essential functions Internal Partner

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 workflow for overall unit, resolving escalated matte

Service Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes. Assist in a wide variety of client requests through incoming phone/email/chats, and servicing, including o

Account Servicing Performs complex data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations. Operations Performs advanced operational tasks, manages vendor and associate inquiries. May lead team in direction and success of daily activities. Business Expertise Acts as a resource in area of work. Performs process troubleshoot

Relationship Management Monitor existing accounts, open new accounts, proactively address issues or concerns while offering solutions to optimize financial performance. Identify opportunities to expand the HOA banking portfolio through cross selling of additional products and services. Operations Performs advanced operational tasks, manages vendor and associate inquiries.

Serves as an initial point of contact on banking inquiries and concerns. Provides support for existing and prospective clients via inbound telephone calls and live chat. Resolves concerns on retail, commercial, and online banking as well as bankcard, fraud, forgery, ID theft, policy, and procedural questions. Identifies cross sell opportunities and makes referrals as appr

Account Servicing Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs routine data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations. Operations Performs various operational tasks that occur during customer, vendor, and associate inquiries. Service & Support

Service Develops and maintains relationships with customers, associates and vendors to achieve business goals and streamline service experience. Answers inbound communications to service accounts, fulfill requests, or address issues. Determines client needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for mo

Sales Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the customer and ultimately support the organizational commitment to diverse lending. Engages with customers, prospects, and referral sources through proactive outreach. Engages in sales pra