The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial

Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. System Support Provides daily technical support for systems by responding to inquiries, ensuring processes run smoothly, and working to continuously improve the end user experience. Assists in implementing recommended modifications a

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage

Project Management Assigns, supervises, and reviews audit projects. Provides feedback, direction, and professional development to assisting auditors. Conducts special projects and facilitates external audits. Process Improvements Creates reports and other documentation to communicate findings. Designs audit procedures, techniques, and sample approach to validate testing m

Project Management Assigns, supervises, and reviews audit projects. Provides feedback, direction, and professional development to assisting auditors. Conducts special projects and facilitates external audits. Process Improvements Creates reports and other documentation to communicate findings. Designs audit procedures, techniques, and sample approach to validate testing m

Loan Portfolio Management Manage loan portfolio from preliminary information through financial gathering, application, ordering appraisal, ordering flood certification, scheduling closings, completing required paperwork, review of documentation, booking and funding of loans while meeting tight deadlines. Collaboration Works closely with internal and external partners (ban

Service & Support Uncovers sales opportunities through analysis, reporting, and daily support operations. Works directly with individuals to address issues and respond to inquiries. Determines target needs and provides resolution. May serve as the main point of contact for clients throughout sales process, and assists in calls or presentations intended to solicit business

Managerial Functions Establishes and monitors expectations to achieve company and department goals. Makes appropriate changes to team, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Serves as a front line resource to executive, line or staff management on Business resolution matters. Business

Analysis Conducts audits of credit resolution activities by analyzing daily work. Analyzes for compliance to process flows, applicable regulations, and department policies. Designs audit procedures, techniques, and sample approach or sizes that support accurate assessments. Effectively communicates findings to the appropriate parties. Reporting Produces reports based the

Analysis Conducts audits of credit resolution activities by analyzing daily work. Analyzes for compliance to process flows, applicable regulations, and department policies. Designs audit procedures, techniques, and sample approach or sizes that support accurate assessments. Effectively communicates findings to the appropriate parties. Reporting Produces reports based the

Analysis Conducts audits of credit resolution activities by analyzing daily work. Analyzes for compliance to process flows, applicable regulations, and department policies. Designs audit procedures, techniques, and sample approach or sizes that support accurate assessments. Effectively communicates findings to the appropriate parties. Reporting Produces reports based the

Analysis Conducts audits of credit resolution activities by analyzing daily work. Analyzes for compliance to process flows, applicable regulations, and department policies. Designs audit procedures, techniques, and sample approach or sizes that support accurate assessments. Effectively communicates findings to the appropriate parties. Reporting Produces reports based the

Analysis Conducts audits of credit resolution activities by analyzing daily work. Analyzes for compliance to process flows, applicable regulations, and department policies. Designs audit procedures, techniques, and sample approach or sizes that support accurate assessments. Effectively communicates findings to the appropriate parties. Reporting Produces reports based the