Concierge Banking Assistant
Sauk Valley Bank - Sterling, IL
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This job was posted by : For more information, please see: Sauk Valley Bank Description: Title: Concierge Banking Assistant Salary Range: Based on Experience FLSA: Non-Exempt Hours: Monday Friday 8:00 5:00 Category: Full Time Reports To: VP of Retail SUMMARY The position of Concierge Banking Assistant is responsible for assisting the Concierge Banker with day-to-day operations as well as data processing systems and software within the departments. In addition, the Concierge Banking Assistant assures compliance with all SVB policies and procedures, as well as all applicable state and federal regulations. ESSENTIAL DUTIES Provides administrative and general clerical support for servicing and assistance as needed. Including new accounts, filing, paperwork finalization, etc. Provides extensive personalized customer service in various capacities, understanding their unique needs and requirements, and providing innovative and customized banking solutions specifically tailored for each customer. Provides personal banking account advice, including suggestions for account resolution and other information to assigned customers as needed. Provides customers with account information and updates as required. Assists customers in establishing new accounts, preparing loan documents, and completing customer account files. Performs Personal banking functions that include: opening accounts, closing accounts and routine maintenance of accounts including certificates of deposit. Maintain a high level of service delivery for retail banking products and services along the standard of Hug Your Customers. Independently make sound decisions based upon Bank policies, knowledge, and experience. Processes and resolves general customer transactions, problems or inquiries. Assists with document follow-up. SECONDARY DUTIES The position of Concierge Banking Assistant performs duties specific to the position and other functions as assigned. SUPERVISORY RESPONSIBILITY The position of Concierge Banking Assistant is not responsible for the supervision of any employee(s). ENVIRONMENT AND PHYSICAL ACTIVITY The environment for this position is an open office that is mostly clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will. The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 30 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MENTAL DEMANDS The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. PI249871962 Sauk Valley Bank is an Equal Opportunity Employer and does not discriminate against any applicants for employment based on their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, physical or mental disability, genetic information, veteran status, uniformed service member status, or any other status protected by law.
Created: 2024-09-23