Under limited/minimal supervision, and using established department guidelines to fulfill the duties of branch operations and client support. Perform operational tasks, act as a resource for internal and external clients, provide support for other staff as needed and demonstrate competency with following instructions and multi-tasking. Works on a variety of assignments that are moderately complex in nature that may require specialized banking knowledge or expertise. Ability to explain complex operational terms in understandable language. Clear understanding of the SLAs of the various departments. Balancing both with currency and paper specifically with General ledger transactions is a must. Looking for someone with flexible work hours and willing to travel between our Palo Alto and Sandhill branch offices to include some travel to our headquarters office in Santa Clara.
Activities include daily client interaction, either by phone or email channel based, requiring problem-solving skills, determining escalation path and/or client research (operational or transactional based). Responsible for ensuring every interaction is in client’s best interest balanced with the banks best interest. Accountable for follow up of client issues as agreed upon in timeline. Accountable to complete branch operation functions efficiently while ensuring all SLA’s are met that include teller daily reports, monthly, semi and annually certifications.
Accountable for back office operational decisioning items including but not limited to overdrafts, loan advances/payments, negative and mhold wires, signature verifications and service-related research. Provide counsel to members of team and consultative sales team on client best practices.
Ability to multi-task. More in depth knowledge of department applications, databases and bank systems. Ensure bank policy and procedures are followed. Ability to identify possible fraud or violations. Ability to work independently on tasks and is able to schedule and prioritize the needs of the branch. Works cohesively with other team members, acts as a resource. Acts as a role model by demonstrating SVB's Guiding Principles.
Skills and Requirements:
Process deposits, courier bags, withdrawals, cash checks and other similar teller duties. Order cash, process change orders, prepare cash shipments and balance vault; Answer phones, process research requests, respond to email request from external and internal clients; deposit/check cashing verification and may provide approval for other peers. Prepare monthly certifications each month as well as complete compliance training.
Pull reports and process disposition; respond to NSF notices for wires, checks, FX purchases; signature and check verification dispositions; process fee reversals, Process mail, payments, check orders.
Process paperwork for new accounts, close accounts, account maintence, online banking enrollment and maintenance, products and services setup and maintenance; product and services training.
Silicon Valley Bank - 10 months ago
SVB Financial Group is the holding company for Silicon Valley Bank, which serves emerging and established companies involved in technology,...