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

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 Management Key Stake holder reviews Assist in developing new accounts, work and manage a pipeline. New Business Development by prospecting, qualifying, and closing new vendor programs. Negotiate transactions, help gather documentation and credit information. Assist in negotiation and deal structuring. On Boarding new vendors and programs Develop strong business re

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

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

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. Operational Support Performs various operational tasks that occur during customer, vendor, and associate i