Relationship Advisor
Current• Assisted in the support and management of our most strategic Global Fund Banking clientele’s deposit relationships in the Private Equity and Venture Capital space, overseeing a portfolio of clients• Increased SVB product awareness; penetration; counter competitive activity; and served as first point of contact supporting client on inquires related to client accounts• Thoroughly understood and exhibited intelligent use of various systems and tools such as Appian,, First Data Evolve, CBS, and Smart Data, DocuSign, CRM• Managed a portfolio of borrowing and non-borrowing clients and was responsible for deepening relationships to increase client satisfaction, monitor product penetration, independently qualify banking solutions, and make day-to-day credit decisions• Routinely made impactful decisions and demonstrated independent discretion and judgment with respect to deposit products, account structures, prospect demos and discussions, and KYC requirements• Proactively anticipated and advised on two types of risk activities: KYC and Fraud Mitigations• Demonstrated ability at quickly learning new processes, service offerings, complex product information, market/segment characteristics etc.• Collaborated with Relationship Management and Product Advisor teams as needed• Actively resolved existing fraud escalations and offered solutions to manage overall client risk, bank risk and end to end experience
