Branch Client Associate II - Wine Division

Company: Silicon Valley Bank
Location: Charlotte
Posted on: September 23, 2022

Job Description:

BE PART OF 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 nearly forty 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.
JOB DESCRIPTION
Interested in doing something exciting? SVB clients are the most innovative companies and their investors around the world are taking on some of the world's biggest issues. A phenomenal chance to create a difference!
ABOUT SILICON VALLEY BANK'S WINE DIVISION
Over the past twenty-eight years, SVB's Wine Division has developed hundreds of relationships with premium wine companies and remains a well-respected advisor in the wine industry due to our deep focus on the industry and longstanding track record.
ABOUT THE ROLE
Provides client support to inquiries that include: 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 internal business partners. Works under moderate supervision and has skills that are applied to the essential functions. Applies knowledge or resources to resolve moderately sophisticated issues, calls out complex non-routine problems. Accountable for performing assigned functions efficiently while ensuring all regulations, procedures, and policies are adhered to.
IN-BRANCH CLIENT SUPPORT MAY INCLUDE, BUT NOT LIMITED TO THE FOLLOWING:
Greeting all branch customers with outstanding customer service and handling reception duties for customers meeting with other internal partners

Processing of deposits/cashing checks

Placing holds
Completing Currency Transaction Reports (CTR's)
Processing payments
Fulfilling cashier check requests
Processing courier bags with client cash deposits
Other common Bank Teller duties
BACK OFFICE CLIENT SUPPORT MAY INCLUDE 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 raises concern to other internal team members.

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 raises critical issues
Scanning deposits
Tracking, verifying and/or inputting information
Preparing daily reports
Arranging appointments
Researching deposit items
We are the 15th largest bank in the US by assets (Federal Reserve, 9/30/21) and we have offices in innovation hubs around the US and the world.
- 2021 SVB Financial Group. All rights reserved. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB ).
EQUAL EMPLOYMENT OPPORTUNITY
Silicon Valley Bank is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovation ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.
Silicon Valley Bank is registered in England and Wales at Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, UK under No. FC029579. Silicon Valley Bank is authorised and regulated by the California Department of Business Oversight and the United States Federal Reserve Bank; authorised by the Prudential Regulation Authority with number 577295; and subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request.

Keywords: Silicon Valley Bank, Charlotte , Branch Client Associate II - Wine Division, Other , Charlotte, North Carolina