Branch Operations Representative Branch Operations Representative …

Svb Financial Group
in Palo Alto, CA, United States
Permanent, Full time
Be the first to apply
Svb Financial Group
in Palo Alto, CA, United States
Permanent, Full time
Be the first to apply
Branch Operations Representative
Branch Operations Representative

Join a bank like no other.

 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 passionate, enterprising SVBers, dedicated to helping them grow and succeed at every stage of their business.

Join the SVB team and help bring our clients world-changing ideas to life.


The Branch Client Associate II provides client support to inquiries that may be, but not limited to: general bank transactions; operational issues, and/or assistance with bank products.  Requests are received from various channels, including face-to-face, email, phone, or from Relationship Advisors.  Works under moderate supervision and has a general skill set that is applied to the essential functions.  Escalates non-routine problems or complex issues. 

In-Branch Client Support may include, but not limited to the following:

  • Greeting all branch customers with exceptional customer service and handling reception duties for customers meeting with other internal partners

  • Processing of deposits/cashing checks

  • Placing holds

  • Generating Currency Transaction Reports (CTR's)

  • Processing payments

  • Fulfilling cashier check requests

  • Other common Bank Teller duties

  • Processing courier bags with client cash deposits

Back Office Client Support may include, but not limited to the following:

  • Reviewing inquiry and formulating response or implementing action to resolve which may result in inquiry being resolved during initial contact or may perform additional research, problem solving, or escalation to other internal partners. 

  • Verifying signatures

  • Responding to NSF notices for wires, checks, Foreign Exchange purchases

  • Processing mail, payments, check orders

  • Process paperwork for new accounts, close accounts, account updates, online banking enrollment and maintenance, products and services setup and maintenance; product and services training

  • Fraud monitoring and escalation

  • General knowledge of banking transactions preferred which include, but not limited to: Processing deposits/withdrawal, cash handling and cash drawer maintenance.
  • Strong mathematical skills
  • Basic understanding and expanding knowledge of banking regulations
  • Recognizes key operational risks facing clients and the company
  • Demonstrated customer orientation with the ability to adapt and respond to differing communication styles
  • Adept at understanding and interpreting basic client inquiries
  • Able to manage multiple concurrent inquires making effective decisions as to prioritization and time allocation
  • Solid written and verbal communication skills able to convey information
  • Able to identify issue and determine resolution or escalate when appropriate
  • Able to utilize processes, tools, and procedures for detecting, addressing and preventing fraudulent situations
  • High School Diploma or Equivalency PLUS
  • 1-2 years of related professional experience (banking/financial services industry or customer service) OR 2-4 years of overall experience
  • Bachelors Degree desired and may be considered as 1-2 years overall experience

For more than 30 years, Silicon Valley Bank (SVB) hashelped innovative companies and their investors move bold ideas forward, fast.SVB provides targeted financial services and expertise through its offices ininnovation centers around the world. With commercial, international and privatebanking services, SVB helps address the unique needs of innovators.

Silicon Valley Bank is the California bank subsidiaryand commercial banking operation of SVB Financial Group (Nasdaq: SIVB), and amember of the FDIC. Silicon Valley Bank and SVB Financial Group are members ofthe Federal Reserve System.

SVB Financial Group is an equal opportunity employer.

Primary Location: United States-California-Palo Alto
Work Locations:
Job: Banking Operations
Organization: SVB Financial Group.
Schedule: Full-time
Job Posting: Jul 22, 2020, 6:08:58 PM
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