Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,

Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,

Underwriting Manage debt underwriting process (lead due diligence, prepare credit memo for internal approval, document negotiation, and loan closing process) for new platforms and follow on transactions. Lead due diligence process including in depth review and analysis of Company/Sponsor prepared diligence materials, historical financials, management presentations, CIMs,

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

Compliance Review Researches and investigates business activities pertinent to Records Management, Governance, Risk and Compliance, including related documentation, processes, and transactions. Ensures compliance with applicable laws, regulations, policies, and procedures. Resolves issues, clears exceptions, or escalates as appropriate. Documentation Compiles all relevant

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

Development Assists in all stages of development for a business product. This includes but is not limited to planning & design, compiling resources, execution, and monitoring product launch. Tracks and reports progress to appropriate parties. Product Management Ensures products are developed and managed with a coordinated strategy. Collaborates with both internal and exte

Operations Plans, directs, and manages the daily workflow ensuring efficient processing, risk mitigation, and delivery of excellent service. Leads and participates in interdepartmental meetings, and serves on project teams for new initiatives and the development of process enhancements. Assists in implementing enhancements to departmental systems or processes. Business Su

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

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

The essential functions of the job include, but are not necessarily limited to, the following Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial

Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

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

Global Fund Banking Portfolio Management roles are responsible for managing all lending and credit aspects for both Venture Capital and Private Equity client relationships. Core responsibility is leading the due diligence process and deal structuring process, and then partnering with the Relationship Management team for the delivery and negotiation of credit products. GFB

s . Manages the performance, training, and evaluation of assigned staff. Maximizes department achievements by providing professional development. Lead tactical execution of the Credit Risk and Loss Forecasting Model Development and support function including establishing model development, redevelopment, and recalibration priorities to meet Bank goals and regulatory expect