Startup Banking Associate I: Client Onboarding & Growth

Silicon Valley Bank; San Francisco (CA); Hybrid; USD 75,000 - 99,000; Full time

Job summary

Silicon Valley Bank is seeking an NSB Associate I to assist with portfolio management, client onboarding, and cross-sell opportunities. You will collaborate with cross-functional teams to deliver a superior client experience and support relationships across the NSB portfolio.

The role involves coordinating with VPs, Directors, and MDs, engaging with clients for due diligence, and supporting market engagement in a dynamic tech ecosystem. Prior finance exposure is valued.

Qualifications

• Bachelor’s degree with 1 year of client facing experience with a financial services institution or High School diploma/GED with 2 years of experience

Responsibilities

• Support MDs, Directors, and VPs in the delivery of the overall client experience, including onboarding and coordinating internal communications.
• Build a strong foundational understanding of SVB Startup Banking products and services.
• Analyze and manage data sources to identify top clients, prospects, and cross-sell opportunities, predict fundraising needs and industry trends.
• Engage with clients for due diligence and regulatory information requests; review with senior team members.
• Facilitate new client onboarding journey and support client engagement and outreach.
• Participate in local events to build the brand in-market and enhance client relationships.

Skills

Account management

Communication

Build productive relationships

Education

Bachelor’s degree with 1 year client facing experience

High School diploma/GED with 2 years experience

Job description

Silicon Valley Bank is seeking an NSB Associate I to assist with portfolio management, client onboarding, and cross-sell opportunities. You will collaborate with cross-functional teams to deliver a superior client experience and support relationships across the NSB portfolio.

The role involves coordinating with VPs, Directors, and MDs, engaging with clients for due diligence, and supporting market engagement in a dynamic tech ecosystem. Prior finance exposure is valued.