Card Implementation Advisor

Overview

This is a remote role that may only be hired in Arizona or Utah.

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 Card Delivery team is responsible for coordinating client implementations of the various Commercial Card products that SVB provides.  We have an exciting opportunity for an Advisor on our Card Implementations team.

The Advisor holds an important role in helping shape the client experience during card program implementations. The Advisor will manage various small-to-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

Manage and coordinate all card 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 and 2 years of experience in OR High School Diploma or GED and 6 years of experience in

Preferred Qualifications

Ability to develop strong positive relationships with external clients and internal partners.

Solid project

management / implementation

experience and proven ability to successfully complete 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.

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.

Liaison between client and internal business partners for problem resolution; fraud monitoring, and risk

identification / resolution.

Understanding of SVB’s online banking (SVBGo) tools is a plus.

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.

5+ years of client

implementation / project

management experience

Proficiency with project management and communication tools, including PowerPoint, Microsoft Excel, Microsoft Teams, Visio, Microsoft Project.

Bachelor’s Degree with 2-4+ year(s) of

client

implementation / project

management experience

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https : / / jobs.firstcitizens.com / benefits.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.