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The Relationship Advisor is the primary bank advisor for an assigned portfolio of clients and provides support to peers within a Relationship Advisor Team. This role manages a portfolio of clients and is responsible for growing and nurturing the relationships to increase SVB product awareness; penetration; counter competitive activity; and serves as first point of contact supporting client on inquires related to client accounts. Provides assistance directly or indirectly utilizing internal partners for activities related to on-boarding; assessing risk related transactions; fraud mitigation, cash flow management, inquires on other daily banking operational needs; and conducts outreach related to incident/campaign. Evaluates each transactional item and accesses the appropriate actions and/or response, including probing for additional information, researching, escalating, developing solution, or engaging the Deal Team or Product Advisors. Maintains a knowledge of various products and accountable for advising clients on options to positively influence change in their operations which may include recommending modification additional bank products or programs. Applies appropriate judgment to assess risk in regards to Know Your Customer (KYC) and Anti-Money Laundering regulations, account ownership, account controls, fraud, fee waivers and overdraft. Researches client trends and proactively contacts clients to advise them on best practices and other financial product or programs to advance their financial strategy.
Travel among LA and Orange County SVB locations to occur to attend internal and external meetings.
Possess knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, cash management disbursement and collection solutions.
Solid understanding of routine client inquiries including, but not limited to: general account and/or product support inquires; user administration inquiries and associated online training; operational troubleshooting for all products and services; liaison between client and internal business partners for problem resolution; and fraud monitoring, risk identification/resolution
Ability to develop strong positive relationships with external clients and internal partners Adept at understanding and interpreting simple to moderately complex client inquiries Able to apply analytical skills to identify root cause or underlying circumstances Capable of researching issues and collaborating to formulate recommendations. Excellent communication skills capable of explaining information in a clear and concise manner and adapting delivery depending on the audience Professional, thorough and organized with strong follow-up skills Performs well in a team environment and proactively collaborates with others to serve clients Ability to understand and follow policies, procedures, and regulatory requirements Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
Customer/Client Focus Time management Prioritization Driven/Self-Motivated Problem solving Flexible
High School Diploma or Equivalency PLUS 4-6 years of related professional experience (banking/financial services industry or customer service) OR 7-9 years of overall experience Bachelor's Degree desired and may be considered as 2-3 years overall experience
Demonstrated client relationship building experience and/or client support in financial services and/or products.