AVP Of Concierge Banking

Sauk Valley Bank

This job was posted by https://illinoisjoblink.illinois.gov : For more
information, please see:
https://illinoisjoblink.illinois.gov/jobs/12208100 Sauk Valley Bank

Description:

SUMMARY

The position of AVP Concierge Banking is responsible for maintaining a
high level of client satisfaction in generating, managing and servicing
a portfolio of clients who are executives, business owners and persons
of influence within our Markets.

In addition, the AVP Concierge Banking assures compliance with all SVB
policies and procedures, as well as, all applicable state and federal
regulations.

ESSENTIAL DUTIES

– Generating, expanding and retaining deposit, lending and investment
relationships with new and existing clients.
– Develop, generate and follow-up on new client leads through existing
clients and referrals from other bank departments
– Responsible for sales, self-management and direct day to day contact
with customers in various capacities, understanding their unique
needs and requirements, and providing innovative and customized
banking solutions specifically tailored for each customer
– Develop products specifically designed for this level of clientele
– Actively call/joint call on identified target segments, prospects,
centers of influence etc. to lead new business development and
client acquisition efforts
– Outbound relationship building by activating and supporting products
and services on site
– Cross-sell all departments of bank including Investments and Trust
– Ensure client satisfaction is met or exceeded at pre-planned regular
intervals, onboarding, periodic emails or calls, life cycle events,
etc.
– Implementing and following a consistent call strategy with customers
on a quarterly basis.
– Research and recognize trend data to continue to provide value added
service to the customer base.
– Partner with various departments of the bank to educate and train on
the products and services offered by Concierge Banking to increase
awareness and referrals.

SECONDARY DUTIES

The position of AVP Concierge Banking performs duties specific to the
position and other functions as assigned.

SUPERVISORY RESPONSIBILITY

The position of AVP Concierge Banking 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.

Requirements:

MINIMUM REQUIREMENTS

These specifications are general g

PI249871942

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.

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