SVB - Global Treasury Implementation Advisor

Overview The Global Product team focuses on the development, delivery, and support of digital banking, payments, credit, trade finance, liquidity management, and other treasury solutions and services to SVB's clients. Within this group, the Solution Delivery team is responsible for coordinating client implementations of the various domestic and international cash management products that SVB provides.

We have an exciting opportunity for an Advisor on our Solution Delivery team. The Global Treasury Implementation Advisor holds an important role in helping shape the client experience during cash management implementations. The Global Treasury Implementation Advisor will manage various large-scale client implementations, while working closely with external and internal stakeholders.

In this role, you will serve as a project advisor to various teams helping to ensure success. The ideal candidate will bring a demonstrated history of success as a project manager or client advisor in a high growth and dynamic environment; possessing a hands-on proactive style with attention to detail and follow up. This is an exceptional opportunity for someone who craves the opportunity to make an impact for our clients, and within SVB.

The right candidate for this role will be an advocate for our clients and will participate in cross-functional collaboration while encouraging open and transparent dialogue across the organization resulting in a culture of teamwork and trust. Responsibilities Key Responsibilities include: Manage and coordinate all implementation activities with vendors, appropriate internal bank teams, and client resources at all levels to support client implementations.

Responsible for scheduling and facilitating project team calls, capturing meeting minutes and action items, developing project plans and schedules, and managing risks and issues. Ensure that goals and timelines are communicated up front, deadlines are being met, and potential obstacles are identified and addressed in a timely manner. Responsible for trouble shooting/resolving client issues during the implementation set up and post implementation warranty period.

Provide product training to clients as needed. Partner with management to lead positive change and help to evolve the team from a client experience perspective (warm intro, warm hand offs, weekly meetings) Identify and lead or partner in process enhancement initiatives. Qualifications Bachelor's Degree with 2-4+ year(s) of client implementation/project management experience OR High School Diploma or GED and 6-8+ year(s) of client implementation/project management experience.

Ability to develop strong positive relationships with external clients and internal partners. Solid project management/implementation experience and proven ability to successfully compete a project from beginning to end while effectively handling a high-volume of client interactions. Ability to manage teams with both internal and external partners and stakeholders.

Facilitate commitment and motivate team members, manage the expectations of key stakeholders, and communicate the status of project milestones. Ability to advise and make recommendations to clients and internal partners based on product knowledge, product functionality, and what is best for the client. Possess knowledge related to the financial services industry, with background in, client services, cash management product and service implementations, and bank operations.

Able to work with NACHA, XML, SWIFT, and CSV formatted payment and information reporting files. Familiarity with ISO format requirements strongly desired. Possess knowledge of global treasury cash management, domestic, international products, and services, including but not limited to online banking platforms, payment file transmission, API, Swift services, account reporting, and cash management collection and disbursement.

Solid understanding of routine to the most complex client inquiries including, payment file transmission for ACH, wires, Global Low value payments, information reporting industry standard files such as BAI2 and Swift; operational troubleshooting for all cash management products and services. Liaison between client and internal business partners for problem resolution; fraud monitoring, and risk identification/resolution. Able to apply analytical skills to identify root cause or underlying circumstances.

Capable of researching issues and applying problem-solving skills and collaborating to formulate solution recommendations. Strong written and verbal communication skills. Ability to proactively identify issues and inter-dependencies, and to devise effective solutions.

Proficiency with project management and communication tools, including PowerPoint, Microsoft Excel, Microsoft Teams, Visio, Microsoft Project. Preferred: Understanding of SVB's online banking (OLB) and TAG software tools is a plus.