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Account Advisor
| Details |
Country: USA
Location: CO Boulder
Total applied: 32
Relevant Work Experience: 5+ to 7 Years
Career Level: Experienced (Non-Manager)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)
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Account Advisor
Job Description:
Account Advisors are focused on expanding and cultivating an assigned portfolio of high-potential, borrowing-centric clients. Core responsibilities of this position include delivering highly personalized client service across assigned portfolio, and assisting relationship management teams with the delivery of complex product solutions. Partnering with relationship team that includes SRMs, RMs, and Product Advisors, the Account Advisor will help develop and execute strategies to increase the depth and breadth of existing client relationships. Client interaction will be focused in three areas: inbound service requests, sales implementation work with a particular focus on CMG and SVBS, and solution selling via face-to-face calls. Responsible for adhering to Bank policies, procedures, legal and compliance requirements.
Job Requirements:
Technical knowledge of SVBeConnect: Demonstrate proficiency providing technical support to clients over the phone. Proficiency to include: Demonstrate proficiency providing technical support to clients over the phone. Proficiency to include: basic navigation of SVBeConnect system, competent knowledge in the following modules: account reporting, wires, internal transfer, stop payments, foreign exchange and ACH. Knowledge of Cash Management Products and Services such as; Lockbox, Control Disbursements and Positive Pay. Knowledge of business credit card and International products and services.
Knowledge of the Bank Systems: Demonstrate expert proficiency with all the bank’s systems as described above.
Knowledge of the Bank Products: Demonstrate proficiency with bank products as noted above.
Soft skills: Demonstrate proficiency with each of the soft skills described above.
Normally works independently.
Typically requires a minimum of 5 years of related professional experience or 7+ years of overall experience. Series 6 required.
Bachelor degree or equivalent experience.
Click here to apply for this job
http://svbank.ats.hrsmart.com/cgi-bin/pm/click.cgi?job_id=1423&site_id=35
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