Job Description
Job Description:
Position information:
Make Next Happen Now. For more than 30 years, Silicon Valley Bank (SVB) has helped innovative companies and their investors move bold ideas forward, fast. SVB provides targeted financial services and expertise through its offices in innovation centers across the world. With commercial, international and private banking services, SVB helps address the unique needs of innovators. Join the SVB team and help bring our clients' world-changing ideas to life.
Essential functions:
• Creating and guiding a team of talented individuals form the ground up focused on KYC, Banking Ops, Onboarding, Client support/servicing and/or quality control activities.
• Sets direction for their team(s) in order to achieve the overall CAS/SVB strategic goals
• Supports SVB first line of defense initiatives through team(s) adherence to company policies and procedures.
• Drives adherence with OSAT & CSAT requirements of the client services function & the bank
• Drives accountability, accuracy & timeliness within the processes and focuses on delivering EPIC client experience
• Performance coaching and guidance on how to inspire, improve and take their team(s) performance to the next level.
• Sets team performance/behavior expectations and holds team(s) accountable
• Will promote a control and process improvement mindset, through innovation, to identify and support scalability and efficiency at the right margins
• Solid understanding in how to motivate and develop talent for SVB
• Will foster an environment of accountability, learning and growth across their team; provides strong thought leadership and analytical skills on how best to approach or solve a situation
• Engage the appropriate teams/partners and/or LT to resolve the client sensitive issues & escalations
• Ensuring self and teamwork within established procedures, processes and/or regulatory guideline
• Proactively identifies opportunities that are going to improve the business, processes, client experience or team(s) performance; Recommendations are vetted with key stakeholders and/or business partners as well as their leader
Knowledge:
• Experience in back office operations, banking or financial services with focus on controls strongly preferred
• Providing operational support to clients & business partners consistent with bank policy & procedures
• Good understanding of the standard AML/KYC practices followed globally (For KYC specific roles)
• Solid understanding of Bank products, regulations, department processes & procedures
• Good understanding & working experience of how a contact center environment functions (For Client support/servicing roles)
Skills:
• Thoroughly understand & exhibit intelligent use of various system tools and procedures.
• Proactively highlight threats & compliance issues to the management in a timely manner.
• Successfully meet tight SLAs as required by the operational management requirements.
• Strong critical thinking and problem-solving skills.
• Strong Leadership acumen and motivator with ability to influence at all levels
• Ability to drive initiatives globally.
• Clear and extremely strong communication skills
• Management, team building & client support/servicing experience
Education & Experience:
• Candidates who are passionate about Banking operations processes involving exposure to any of these verticals as demanded by the role - Onboarding, Client support/servicing and/or Quality control. & willing to work in the US Shift.
• MBA or advanced degree or relevant professional certification/experience preferred.
• At least 8-10 years of prior work experience within Onboarding, Quality control, Client servicing/support or KYC – Know Your Customer process at any global bank.
• Setting & meeting client expectations, identifying risk & following through with our internal partners are critical for this role.
• Proficiency in MS products (CRM, Outlook), database apps, workflow platforms &/or analytics tools, is a plus.
• Proven knowledge of banking products & services, compliance or investment terminology or products is preferred.
• Have a strong ability to multi-task and handle multiple requirements from internal stakeholders effectively.
• Ability to work in a structured, high volume, time-sensitive and high-risk environment.
• Have a solid functional overview of various teams, processes & stakeholders from connected departments.
• Be able to independently solve/support requirements across all connected teams.
• Highly adaptable and resilient, must be open to new ideas and willing to support fluid workflows.
• Manage time effectively while driving the above responsibilities diligently.
• Escalation handling, clarifying questions and participating in projects within the team
Position information:
Make Next Happen Now. For more than 30 years, Silicon Valley Bank (SVB) has helped innovative companies and their investors move bold ideas forward, fast. SVB provides targeted financial services and expertise through its offices in innovation centers across the world. With commercial, international and private banking services, SVB helps address the unique needs of innovators. Join the SVB team and help bring our clients' world-changing ideas to life.
Essential functions:
• Creating and guiding a team of talented individuals form the ground up focused on KYC, Banking Ops, Onboarding, Client support/servicing and/or quality control activities.
• Sets direction for their team(s) in order to achieve the overall CAS/SVB strategic goals
• Supports SVB first line of defense initiatives through team(s) adherence to company policies and procedures.
• Drives adherence with OSAT & CSAT requirements of the client services function & the bank
• Drives accountability, accuracy & timeliness within the processes and focuses on delivering EPIC client experience
• Performance coaching and guidance on how to inspire, improve and take their team(s) performance to the next level.
• Sets team performance/behavior expectations and holds team(s) accountable
• Will promote a control and process improvement mindset, through innovation, to identify and support scalability and efficiency at the right margins
• Solid understanding in how to motivate and develop talent for SVB
• Will foster an environment of accountability, learning and growth across their team; provides strong thought leadership and analytical skills on how best to approach or solve a situation
• Engage the appropriate teams/partners and/or LT to resolve the client sensitive issues & escalations
• Ensuring self and teamwork within established procedures, processes and/or regulatory guideline
• Proactively identifies opportunities that are going to improve the business, processes, client experience or team(s) performance; Recommendations are vetted with key stakeholders and/or business partners as well as their leader
Knowledge:
• Experience in back office operations, banking or financial services with focus on controls strongly preferred
• Providing operational support to clients & business partners consistent with bank policy & procedures
• Good understanding of the standard AML/KYC practices followed globally (For KYC specific roles)
• Solid understanding of Bank products, regulations, department processes & procedures
• Good understanding & working experience of how a contact center environment functions (For Client support/servicing roles)
Skills:
• Thoroughly understand & exhibit intelligent use of various system tools and procedures.
• Proactively highlight threats & compliance issues to the management in a timely manner.
• Successfully meet tight SLAs as required by the operational management requirements.
• Strong critical thinking and problem-solving skills.
• Strong Leadership acumen and motivator with ability to influence at all levels
• Ability to drive initiatives globally.
• Clear and extremely strong communication skills
• Management, team building & client support/servicing experience
Education & Experience:
• Candidates who are passionate about Banking operations processes involving exposure to any of these verticals as demanded by the role - Onboarding, Client support/servicing and/or Quality control. & willing to work in the US Shift.
• MBA or advanced degree or relevant professional certification/experience preferred.
• At least 8-10 years of prior work experience within Onboarding, Quality control, Client servicing/support or KYC – Know Your Customer process at any global bank.
• Setting & meeting client expectations, identifying risk & following through with our internal partners are critical for this role.
• Proficiency in MS products (CRM, Outlook), database apps, workflow platforms &/or analytics tools, is a plus.
• Proven knowledge of banking products & services, compliance or investment terminology or products is preferred.
• Have a strong ability to multi-task and handle multiple requirements from internal stakeholders effectively.
• Ability to work in a structured, high volume, time-sensitive and high-risk environment.
• Have a solid functional overview of various teams, processes & stakeholders from connected departments.
• Be able to independently solve/support requirements across all connected teams.
• Highly adaptable and resilient, must be open to new ideas and willing to support fluid workflows.
• Manage time effectively while driving the above responsibilities diligently.
• Escalation handling, clarifying questions and participating in projects within the team
💡 Quick Summary
Seeking a career-building opportunity? The Manager| CAS position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.