Relationship Manager II

For over 20 years, SVB Financial Group, a financial services company assisting emerging growth and mature companies in the technology, life science, private equity and premium wine markets, has provided innovative solutions to meet the unique financial needs of our clients. SVB Financial Group offers our clients commercial, investment, merchant and private banking, as well as value-added services using its knowledge and networks. SVB Financial Group serves nearly 11,000 clients around the world through 29 domestic offices, four international subsidiaries in the U.K., India, China and Israel, and an extensive network of relationship with venture capitalists in Asia, Australia, Europe, India, and Israel. More information about SVB Financial Group can be found at www.svb.com

SVB Financial Group is an equal opportunity employer.

JOB DESCRIPTION:

JOB LEVEL: manages assigned client relationships. Underwrites and documents all but the most complex credits. Independently contacts clients and prospects. Leads team interaction with operations and product groups. Assigns risk assessment to assigned portfolio, determines appropriate plan of action for deteriorating credits.

JOB COMPLEXITY: underwrites basic to moderately complex credits. Follows up on referrals for prospective clients and presents SVB products and services. Proactively identifies cross sell opportunities. Begins to develop a network in the business community. Prepares renewal term sheets independently. Interacts with all levels of clients independently.

SUPERVISION: Prepares term sheets under supervision of the SRM. May serve as a resource for Associates I and II.

 



SKILLS AND REQUIREMENTS:

 

EXPERIENCE: 5 or more years of related experience. Excellent credit analysis skills. Good negotiation skills and sales and marketing skills. Good knowledge and application of credit policies and risk ratings.

EDUCATION: Bachelor’s degree or equivalent experience 



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