Bank Clerk

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 detail
• Drive service innovation and transformation through automation, self-service capabilities, and channel integration

Job Types: Full-time, Contract

Salary: $20.00 - $25.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Vision insurance

Experience level:

• 5 years

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Cash handling: 4 years (Preferred)
• Banking: 4 years (Preferred)
• Customer service: 4 years (Preferred)

Work Location: Remote