Locations: Phoenix AZ Duration: 6 months with possible FTE
Desciption:Remote role but needs to be based in Phoenix as they may be asked to come into the office to collaborate.Location: 4950 South 48th Street, Phoenix, AZ 85040
The Portfolio Service Advisor (PSA) answers incoming calls/emails specific to the SVB Startup Banking clients. They will assist with a variety of client requests through including but not limited to; online banking navigation, wires, transactions detail, DDA, MMA, CMMA account maintenance, adding additional accounts, credit and debit card, bill pay, mobile deposit, and PPP loans.
This position will:Answer incoming calls/Emails from clients needing help with all their banking needs.Learn and help pilot a new chat feature we will be launching in 2022.Demonstrate white glove customer service in handling al customer requests for the Startup Banking clientele.Problem solve and assist clients with account research.Maintain a strong work ethic in a fast-paced environment multi-tasking when necessary.Work with internal partners to ensure RMS tickets are completed accurately and submitted in a timely manner.Excellent written and verbal communication skills with the ability to convey information effectively and tactfully.Partner with Startup Banking sales team ensuring client requests are handled accurately and in a timely manner, escalating appropriately as needed.Demonstrate the ability to read/report team metrics pointing out trends and areas of improvement.Strong attention to detailDrive service innovation and transformation through automation, self-service capabilities, and channel integration
QualificationsSkills and Requirements:1+ years of experience in banking/financial services industryBS/BA Degree preferred.Call center experience preferred.Knowledge of regulatory requirements that impact financial services.Proficient in MS Office software
Contract
Phoenix, AZ
