The Associate Relationship Management role is responsible for assisting with portfolio management, client onboarding, tracking portfolio credit/regulatory issues and supporting cross-sell opportunities. This role supports the VP and/or Director/Managing Director and involves collaborating with cross-functional SVB teams representing credit cards, letters of credit, foreign exchange, treasury management and Private Banking, with the goal of orchestrating a superior client experience and maximizing support of client relationships.
Much of the work will be in collaboration with, and usually initiated by, the VP/Director/Managing Director. The candidate should have strong task management, prioritization and project management skills. Interest in the entrepreneurial and technology ecosystem is important; A successful candidate will engage in staying up to date on technology market and sector trends. An interest in finance with some aptitude in understanding basic financial documents (income statement and balance sheet) is a plus. The candidate will utilize critical thinking skills in supporting the VP and Directors/MD on both recommendations and actions pertaining to pipeline and portfolio management.
Strong written and communication skills are essential. The candidate should approach each client engagement, electronic or live, as an opportunity to advise clients and to improve their business standing through that advice. The Associate will engage in client meetings both with call preparation and in taking notes. We strive to establish ourselves as trusted advisors more than bankers, and the candidate will engage and build relationships with key client stakeholders to remain well-informed and able to respond to changing circumstances while appropriately balancing client and SVB needs
Internally, a self-aware approach to engaging with the team, showing respect, follow-up and curiosity towards learning is desired. A self-driven desire to seek out Bank-provided tools and relationships internally and externally will help the candidate succeed. The team will support the candidate with hands on training on the product solution set, regulatory requirements, credit management, processes and systems, and educational and training resources