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

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

In this role, you will get to Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income Exercise your creativity and entrepreneurial spirit to engage with business owners in the community Work in a supportive environment encouraging community and business development activities Work within a streamlined, timely

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

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

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

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

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

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

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

The essential functions of the job include, but are not necessarily limited to, the following Partnering with business and commercial bankers on joint calls to clients and prospects, as a subject matter expert in business deposits and treasury solutions. Business development, networking and establishing referral sources to generate new business opportunities. Introducing

Titling Ensures liens are properly added to title transactions. Follows up with customers, vendors, and the DMV when needed in order to assist with lien perfection. Generally supports the lien securitization efforts of the team for the assets that are financed through the Equipment Finance Department. Outbound Calls Follows up on unsecured assets to ensure liens are prope

Global Fund Banking Portfolio Management roles are responsible for managing all lending and credit aspects for both Venture Capital and Private Equity client relationships. Core responsibility is leading the due diligence process and deal structuring process, and then partnering with the Relationship Management team for the delivery and negotiation of credit products. PM

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

Consultation Provides consultation and acts as the expert on complex employee relations matters. Promotes integrated, seamless, and comprehensive support across assigned regions or departments, specializing in high level or executive issues. Acts as a liaison between the line of business and HR to ensure alignment with internal client needs. Business Strategy Drives chang