Skills and Requirements:
- 1+ years of experience in banking/financial services industry
- BS/BA Degree preferred
- Call center experience preferred
- Knowledge of regulatory requirements that impact financial services
- Proficient in MS Office software
Responsibilities:
The Centralized Closures Team (CC) at Silicon Valley Bank oversees the submission and operational life cycle of deposit and investment product account closure, disablement of online banking services, and cancellation of cash management services for the commercial bank. The Centralized Closure team is responsible for reviewing a client’s portfolio of services and initiating internal service closure requests. These requests include:
Bank-forced closures initiated by the first line of defense (FLOD), second line of defense (SLOD), and compliance
Service disablement related to accounts closed through the dormant process
Account closures resulting from compromised activity
Client-initiated account closures
The Portfolio Service Advisor (PSA) is an integral part of a production team responsible for supporting internal business partners in offboarding clients. A PSA I work alongside a large team across multiple regions and through an array of different systems. Centralized Closures is a highly adaptable and resilient team in a changing work environment, is collaborative, and open to new ideas and fluid workflows.
Job Types: Full-time, Contract
Pay: $28.00 - $29.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Shift:
Weekly day range:
Work setting:
Experience:
- Banking: 2 years (Required)
- Financial services: 2 years (Required)
- Transaction: 1 year (Required)
- Account opening: 1 year (Required)
- Deposit: 1 year (Required)
- Cash handling: 1 year (Required)
- Client services: 1 year (Required)
- Inbound call: 1 year (Required)
- Outbound calling: 1 year (Required)
- Email: 1 year (Required)
- Account maintenance: 1 year (Required)
- Online banking: 1 year (Required)
Ability to Commute:
- Tempe, AZ 85281 (Preferred)
Work Location: In person