Financial Reporting Regular financial reporting to inform management about financial results across the balance sheet and income statement. Educate business partners on key drivers of profitability, including key variance analysis articulating the financial story. Provide comprehensive and consistent results, with salient points distilled for management. Financial Plannin

Processing Performs and monitors daily processing of financial transactions such as invoices, expense reports, and journals. Enters data into financial systems and independently resolves processing issues to aid accounting efforts of the work group. Position requires the ability to apply accounting policy and procedures to daily activities. Operational Support Assists in

Process Improvement Identify opportunities to enhance documentation processes and implement improvements to increase efficiency and effectiveness. Create and Maintain IT Process Documentation Develop and update a variety of documents, including policies, standards, and procedure guides, ensuring accuracy, clarity, and compliance with company standards. Collaboration Work

Accounting Analyzes financial statements, data, and complex accounting activities. Leads the research and resolution of accounting issues, questions, and standards. Maintains and enters information into the general ledger. Plans and coordinates month end close activities. Provides accounting and technical support to financial systems that includes upgrades, testing, and t

Financial Oversight Manages all financial information for the Investor Services Broker/Dealer, the FCAM RIA and SVB Wealth, LLC RIA, including the company's income statement and balance sheet. Prepares, approves, and submits compliant financial regulatory reports to the Financial Industry Regulatory Authority (FINRA) and the U.S. Securities and Exchange Commission (SEC).

Client Service Receives, researches, and resolves client inquiries and concerns. Addresses trading questions as well as requests regarding the department account platform. Business Support Supports the department account platform and the ongoing servicing of accounts. Maintains documentation related to sales and service changes on client accounts. Assists management with

The essential functions of the job include, but are not necessarily limited to, the following Proactively engaging customers in conversation about their financial needs Opening deposit accounts and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team mem

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

Technical Support Provides support for technical systems that execute business applications at a high level of ability and expertise. Configures, installs, and upgrades systems. Resolves complex, escalated technical issues. Responsible for administration, communication, and documentation throughout technical support activities. Manages technical projects and assists manag

Support Responsible for proactive administrative, logistical, and technical support, assessing and resolving issues that affect daily operations. Ensures functionality and accessibility of office equipment, supplies, and facilities. Coordinates special projects and acts as a department representative within the Bank. Documentation Prepares and maintains a variety of recor

Analysis Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment inquiries. Business Support Facilitates new business development efforts through a variety of administrative support tasks. Partners on the preparation of client investment rela

Planning Manages preparation activities for Internal Audit and regulatory exams and participates in related meetings. Coordinate resources with direct and indirect reporting relationships to execute on various projects and efficiency initiatives related to credit risk remediation. Risk Management Program Interpret complex regulatory issues and coordinate response activiti

Risk Oversight & Monitoring Provides objective oversight of risks through effective challenge using defined methodologies and subject matter expertise. Provides leadership, consultation, and support for risk management. Fosters business unit relationships and implements training to promote engagement in risk management programs, including compliance with all risk policies

This position is responsible for delivery of trusted report and analytical solutions based on a wide range of use cases for portfolio monitoring and enablement of identification of emerging risks within Credit Administration. This individual will partner with key stakeholders within Credit Administration and various internal lines of defense (e.g. Business Units, Credit,

Responsibilities include advice and consultation on business processes and procedures; audit and regulatory examination support; risk identification, documentation and remediation for self identified, internal and external issues in keeping with corporate tools and methodologies; controls monitoring and end to end testing; problem solving and relationship management; key