Silicon Valley Bank
Client Service Advisor I (Finance)
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Able to multi-task in a fast-pace and extremely dynamic environment; strong attention to detail; thorough and organized with strong follow-up skills
Capable of understanding client inquiries and researching issues
Ability to follow instructions
Able to identify issue, determine resolution, or escalating when appropriate. Able to apply basic analytical skills to begin to identify root cause or underlying circumstances.
Capable to act as client advocate and being accountable for "closing the loop"
Ability to develop positive relationships with external clients and internal partners
Good communication skills with the ability to explain information in a clear and concise manner
Performs well in a team environment and proactively collaborates with others to serve clients
Ability to understand and follow policies, procedures, and regulatory requirements
Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Possess an interest in gaining knowledge and experience related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, cash management disbursement and collection solutions.
Knowledge of bank and/or financial products include, but not limited to:
Proficient on Microsoft Office (Outlook, Word, Excel, PowerPoint and Communicator).
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