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Overview Conduct and organize information and onsite observations to determine the methods, tools and personnel. Plan study of work problems and procedures, such as information flow and cost benefit analysis. Document findings of study and prepare recommendations for streamlined procedures and organizational changes. Analyze financial, internal business and current market
Posted 24 days ago
Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. System Support Provides daily technical support for systems by responding to inquiries, ensuring processes run smoothly, and working to continuously improve the end user experience. Assists in implementing recommended modifications a
Posted 1 day 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 2 days ago
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
Posted 9 days ago
In this role you will get to Make an impact by contributing to the growth of the bank through commercial loans, deposits and fee income. Leverage your network to engage with local business owners and companies to develop business lending opportunities. Represent the bank in the community by attending and participating in civic, community and networking events. Engage in a
Posted 11 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
Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves
Posted 18 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 24 days ago
Aids the front office in completing client account inquiries for existing loans. This could include submitting required information to Operations teams regarding advances, interest rate changes, etc. Client account inquiries would also entail creating performing interest rate calculations, pulling statements, submitting payoff letters/quotes, loan closures, ticklers, and
Posted 1 day 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 2 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 14 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 17 days ago
Fully represent credit risk appetite within the payments business in conjunction with CRM and DCCO. Ensure portfolio management activities are well coordinated, specific to the card and ACH business and in line with broader portfolio management expectations. Participate as a key leader in new card campaign development and management. Monitor collection and troubled card m
Posted 21 days ago
Collections Performs high complexity tasks and manages escalated issues. Providing guidance and support to team members. Maintains high standards throughout all activities. Works with team members to improve collection metrics and QA by providing guidance and feedback Business Support Contributes to the development and delivery of business policies and procedures. Informs
Posted 22 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 24 days ago
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