Relationship Advisor II- Start Up Banking

Silicon Valley Bank, in partnership with First Citizens, is a diversified financial institution with a long tradition of service. The Relationship Advisor II will manage a portfolio of International Commercial Banking Clients, focusing on client onboarding, servicing, and providing proactive solutions to meet their financial needs. Responsibilities The Relationship Advisor 'RA' manages a portfolio of International Commercial Banking Clients and is responsible for client onboarding, client servicing and proactive client solutioning A key member of the client’s relationship team, the RA serves as the client’s dedicated point of contact for deposit and cash management banking needs Leads client’s onboarding journey, collaborating with client’s Relationship Manager and Product Advisor to understand client’s strategy and short - and long-term financial needs Conducts onboarding activities to include: Leads client discussions to identify deposit and cash management needs Performs product demos independently Sets expectations on data and documentation requirements to open new services, inclusive of product documentation and KYC requirements Gathers and validates all relevant legal documentation to adhere to KYC based on client’s legal entity type Coordinates hands offs to centralized support teams for fulfillment of client product needs, while keeping client apprised to implementation status Post onboarding, proactively engages client to review services and ensure client understanding and utilization May assist more junior RAs with client onboarding Acknowledges and orchestrates fast resolution of in-bound service inquiries Transitions service tasks to appropriate support teams for management and resolution, while keeping client apprised to resolution Researches and resolves complex client inquiries; ensure resolutions of solution solves client’s need and / or issue Leverages client’s service need as an opportunity to identify broader solutions to support client needs Takes initiative to resolve complex client inquiries before escalating to Manager Advises clients on risk mitigation strategies to combat money laundering and fraud Manages internal Know Your Client 'KYC' for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements Leads client discussions focused on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts Collaborates with client’s Relationship Manager and Product Advisor teams to remain apprised to short - and long - term client strategy; advises relationship team on client’s service themes and trends Proactively identifies opportunities to support client need based on client industry and life stage, conducting proactive client touchpoints to strengthen client relationships Performs client account reviews and facilitates product discussions to support client short - and long - term financial need Skills Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experience Retail branch banking experience Strong experience building client relationships Demonstrated organizational skills Able to prioritize tasks with effective time management in a fast-paced environment Strong written and verbal communication skills Able to work in a team environment and comfortable working independently Benefits Competitive, thoughtfully designed and quality benefits program Company Overview Silicon Valley Bank offers business banking, lending, payments, venture debt, liquidity management, and global fund banking sloutions. It was founded in 1983, and is headquartered in Santa Clara, California, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Silicon Valley Bank has a track record of offering H1B sponsorships, with 42 in 2023, 126 in 2022, 138 in 2021, 98 in 2020. Please note that this does not guarantee sponsorship for this specific role.