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Overview
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
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 diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business.
Join us at SVB and be part of bringing our clients’ world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive organization. And we work diligently to encourage all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply.
Responsibilities
Join the Relationship Management Technology Banking team in a cross-functional role that involves supporting key initiatives, new client onboarding, sales preparation and CRM management. Report directly to in market Managing Director or Director with responsibilities including report preparation, clearing clients through the onboarding process, tracking client product use trends, assisting sales team in preparing for client/prospect meetings, inputting data into CRM or other bank systems and track venture funding activity and trends as well as referral activity. This person will also interact with other credit and advisory teams as needed.
• Support MDs and Directors on delivery of the overall client experience; manage/lead client onboarding, renewal of letters of credit and credit cards, and coordinating internal communications to quickly respond to client inquiries.
• Assist with call prep by presenting & aggregating relevant information for calls/visits & attends client mtgs to take detailed notes.
• Develop strong relationships with key clients and ecosystem stakeholders (investors, accelerator & incubator groups) and 3rd party providers to add value to portfolio clients w adjacent solutions.
• Engages with clients on due diligence, regulatory and information completeness requests.
• Manage data sources/CRM to identify top clients and prospects; determine potential cross-sell opportunities and participate in the sales process.
• Assist Director with new business development. Opportunities and strategic initiatives. Utilize Outreach, Input/Output to engage with clients.
• Develop and maintain deep understanding of SVB’s products to anticipate client needs.
• Attend in market and industry events in tech ecosystem, follow relevant industry publications.
Qualifications
1-2 years of relevant experience OR High School Diploma/GED with 5-6 years of experience.
Preferred:
• Strong ability to manage multiple projects, reporting and various needs from teams they support.
• High aptitude with MS PowerPoint and Excel
• High Tolerance for dealing with ambiguity and changing priorities
• Strong time management skills and consistency in follow through.
• Ability to meet deadlines, multi-task, and thrive in a dynamic and fast-paced environment
• Robust analytical skill-set and intellectually curious mindset
• Excellent verbal, written, and presentation skills
• Team player and collaborator with strong interpersonal skills
• Intellectual curiosity and a desire to learn and be challenged
• Bachelor’s degree (or higher) with demonstrated strong academic aptitude
• Prior experience in a fast-paced and results-oriented environment a plus but not required.
This role will support the described functions in the Southeast and Southwest market but based in our Atlanta office.
First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits.
