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The Relationship Management roles are responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships; deepening relationships within the C-Suite; consulting on, and cross-selling, the entire SVB platform (i.e. Treasury management to Debt financing to the Private Bank, etc.) to address client business and personal needs; orchestrating cross-functional SVB teams to optimize the client experience; and building real relationships to differentiate SVB with all key influencers in the Fintech ecosystem. Core responsibilities include new business development and expansion of existing relationships, as well as, originating, advising on, and negotiating financing solutions for SVB Commercial Bank clients.
Responsible for relationship management of commercial bank clients and delivery of core commercial banking products (i.e. debt financing, treasury management, FX, investments, etc) and broader SVB financial services (i.e. private bank, wealth advisory, SVB Analytics, etc).
Advising on, originating, and negotiating financing solutions for Commercial Bank clients
Provides support to MDs and Directors on strategic relationships, as well as, individually develops relationships with executives and influencers in the ecosystems
Responsible for new business development and expansion of existing relationships
Focuses on SVB's Success Drivers and Corporate Goals thru collaboration with appropriate business units and thru smart risk taking.
3+ years of related experience.
Experience and network in the tech startup ecosystem, preferably in the San Francisco/Silicon Valley Fintech ecosystem.
Prior experience in a lending capacity to venture backed technology companies or operating experience with a Fintech company or at a larger Financial Institution, a plus.
Strong relationship management, negotiation, and marketing skills.
Good closing skills.
Strong focus and ownership on the overall client experience.
Knowledge of bank operations and products a plus.
Bachelor's degree or equivalent related experience.