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 30+ years of experience in the industries we serve, and to partner with passionate, enterprising SVBers, dedicated to helping them grow and succeed at every stage of their business.
The Portfolio Service Advisor (PSA) answers incoming calls/emails specific to the SVB Startup Banking clients. They will assist with a variety of client requests through including but not limited to; online banking navigation, wires, transactions detail, DDA, MMA, CMMA account maintenance, adding additional accounts, credit and debit card, bill pay, mobile deposit, and PPP loans.
This position will:
- Answer incoming calls/Emails from clients needing help with all their banking needs
- Learn and help pilot a new chat feature we will be launching in 2022
- Demonstrate white glove customer service in handling al customer requests for the Startup Banking clientele
- Problem solve and assist clients with account research
- Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary
- Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner
- Excellent written and verbal communication skills with the ability to convey information effectively and tactfully
- Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed
- Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement
- Strong attention to detail
- Drive service innovation and transformation through automation, self-service capabilities, and channel integration
Job Types: Full-time, Contract
Salary: $18.00 - $24.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- Finance: 5 years (Required)
- Customer support: 5 years (Required)
Work Location: Remote
Please Note :
bankofmontserrat.ms is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, bankofmontserrat.ms provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.