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Banking Jobs-Client Service Advisor I-SVB

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Banking JobsClient Service Advisor I-SVB

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Banking Jobs-Client Service Advisor I-SVB

When you work with the world’s most innovative companies, you know you’re making a difference.

Our clients are the game changers, leaders and investors who fuel the global innovation economy. They’re the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work.

They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.

Banking Jobs-Client Service Advisor I-SVB

Join us at SVB and be part of bringing our clients’ world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.

Banking Jobs-Client Service Advisor I-SVB

Job Description

Make Next Happen Now.  For more than 30 years, Silicon Valley Bank (SVB) has helped innovative companies and their investors move bold ideas forward, fast. SVB provides targeted financial services and expertise through its offices in innovation centers across the world. With commercial, international and private banking services, SVB helps address the unique needs of innovators. Join the SVB team and help bring our clients’ world-changing ideas to life.

SVB is seeking a Client service Advisor to perform KYC 1st LOD, Onboarding, Quality control and ongoing maintenance of all commercial client information files (CIFs), deposit products, online banking & cash management services function for all clients onboarded within the bank. This team will be based out of its Bangalore GDC

Banking Jobs-Client Service Advisor I-SVB

Performing validation and/or quality control checks for all accounts onboarded in the bank in line with the global KYC standards across jurisdictions

Communicate effectively with various cross-functional business team partners and bank clients. You will serve at the forefront of our client’s experience and ensure all information is accurate before onboarding the client.

Research and reach out to your colleagues if any critical information is missing to comply with regulatory requirements. Setting expectations and delivering consistent follow up to ensure completion of the application is a critical deliverable in this role.

Utilize your organization skills to track response and follow through with case resolution and use problem-solving skills to handle issues with diplomacy, tact and efficiency.

Play a major role in mitigating firm and client risk; as a result, you will use effective research skills while managing the client experience and internal partner expectations.

Share joint accountability with one’s direct manager for goal development, training initiatives, and partner feedback.

Excellent oral and written communication skills

Maintenance of CIF records and performing end to end KYC & Onboarding/QC checks.

Providing operational support to clients & business partners consistent with bank policy & procedures

Good understanding of the standard AML/KYC practices followed globally

Solid understanding of Bank products, regulations, department processes & procedures

Thoroughly understand & exhibit intelligent use of various system tools and procedures.

Proactively highlight threats & compliance issues to the management in a timely manner.

Successfully meet tight SLAs as required by the operational management requirements.

Provide operational support to clients & business partners consistent with bank’s policies & procedures.

Work with willingness to learn, adapt & show flexibility with support hours & coverage.

Detail-oriented with a keen eye for accurate quality of work.

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