Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Service Sta

Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves

Meet assigned production goals. Actively sell the Bank's business products and services in a professional manner through an established number of pre arranged, well planned outside sales calls on a weekly basis with follow up as needed to gain and optimize the business relationship. Primary focus is on net new, non borrowing business/commercial relationships. Refer potent

Outbound/Inbound Calls Performs a full range of collection activities by corresponding with customer to resolve delinquency, process payments accurately, maintains records of collection efforts and completes proper follow up actions including collection letters. Completes skip tracing and site inspections. Performs a variety of administrative and operational tasks that fa

Sales Support Schedules appointments, answers incoming communications, and coordinates business development events to aid management of clients and referral sources in lending activities. Regularly updates clients and referral sources on the current loan process status. Provides post application support when needed. Documentation Streamlines lending activities by verifyin

Overview Manage Salesforce environments including Production, Full and Partial Development Sandboxes. Oversee the software development lifecycle, ensuring the proper structures are in place for the on time delivery of high quality product releases. Deliver results on complex development projects involving teams across the Product Development department and SVB as a whole.

Data Analysis Sources, compiles, and interprets data. Performs data analysis at the most advanced level, effectively communicating and directing analysis output. May handle special projects or direct the analytics efforts of the work group. Identifying Requirements Determines system requirements and communicates them through the use of specifications, reports, project pla

The essential functions of the job include, but are not necessarily limited to, the following Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capa

Data Analysis Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Operational Support Provides daily support for business operations by responding to inquiries, identifying issues, and working to improve standard practices. Assists in implementing recommended modifications and enhancements. May ser

Support senior leaders in the execution of large, syndicated loan transactions for renewable energy, clean tech, and other sustainability focused projects Collaborate with the Project Finance team to structure, fund, and monitor the construction of complex infrastructure and climate tech projects Assist in arranging tax equity bridge loans and back leverage debt financing

Relationship Management Monitor existing accounts, open new accounts, proactively address issues or concerns while offering solutions to optimize financial performance. Identify opportunities to expand the HOA banking portfolio through cross selling of additional products and services. Operations Performs advanced operational tasks, manages vendor and associate inquiries.

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Engage in sales practices that are aligned to create value for both the customer and the bank

Sales Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community for the purpose of generating additional business and identifying potential CRA opportunities for the Bank. Team Manage

Data Analysis Sources, compiles, and interprets data. Performs data analysis at the most advanced level, effectively communicating and directing analysis output. May handle special projects or direct the analytics efforts of the work group. Identifying Requirements Determines system requirements and communicates them through the use of specifications, reports, project pla

Deliver results on complex development projects involving teams across the Product Development department and Bank as a whole Collaborate with internal customers and departmental leadership Work with customers to resolve business critical concerns Ensure all Salesforce work supports both the individual business areas and the enterprise as a whole Align all architecture an