Concierge Banking Assistant

This job was posted by https://illinoisjoblink.illinois.gov : For more
information, please see:
https://illinoisjoblink.illinois.gov/jobs/12207969 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

1. Provides administrative and general clerical support for servicing
and assistance as needed. Including new accounts, filing, paperwork
finalization, etc.
2. 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.
3. Provides personal banking account advice, including suggestions for
account resolution and other information to assigned customers as
needed.
4. Provides customers with account information and updates as required.
5. Assists customers in establishing new accounts, preparing loan
documents, and completing customer account files.
6. Performs Personal banking functions that include: opening accounts,
closing accounts and routine maintenance of accounts including
certificates of deposit.
7. Maintain a high level of service delivery for retail banking
products and services along the standard of Hug Your Customers.
8. Independently make sound decisions based upon Bank policies,
knowledge, and experience.
9. 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.