Business Services Coordinator at Sauk Valley Bank in Dixon, Illinois

Job Description:

Sauk Valley Bank


Description:

POSITION DESCRIPTION

Title: Business Services Coordinator

Salary Range: Based on Experience

FLSA: Non-Exempt

Hours: Monday – Friday 8:00 – 5:00

Category: Full Time

Reports To: AVP Business Services Manager

SUMMARY

The position of Business Services Coordinator is responsible for processing all types of new business account transactions; assisting customers in their selection of various accounts and financial services; providing support to the Business Services team, cross-selling SVB's products and services; opening, maintaining and closing of all account types; performing clerical duties; and maintaining superior customer relations and support.

In addition the Business Services Coordinator assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking regulations.

ESSENTIAL DUTIES

1. Provides general clerical support for the Business Services department and assistance to customers for new accounts, merchant services, cash management, remote deposit and other ancillary products
2. Assists business customers in their selection of various accounts, products and financial services available from SVB; ensures cross-sell opportunities are present by applying professional sales techniques
3. Works closely with Fitech Payments LLC (merchant processor) and Profit Stars (remote deposit service provider) to register and install customers for these services
4. Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation; assists customers in completing applications.
5. Opens new accounts, completes forms requiring customer signature(s); accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, certificates of deposit, merchant, cash management, repurchase agreements, etc. for processing
6. Answers customer questions; investigates and corrects errors; and resolves problems or other issues
7. Assistance with cash management, remote deposit and credit card processing over the phone
8. Ability to troubleshoot technical problems for ancillary business products
9. Participates in community events and organizations to represent SVB

SECONDARY DUTIES

The position of Business Services Coordinator performs duties specific to the position and other functions as assigned.

SUPERVISORY RESPONSIBILITY

The position of Business Services Coordinator 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 guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• High school diploma or general education degree (GED); two years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
• Basic experience, knowledge and training in ACH and NACHA guidelines are essential
• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Strong knowledge of general office practices.
• Bilingual preferred.
• Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
• Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
• Effective organizational and time management skills.
• Ability to work with general supervision while performing duties.
• Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.

Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.

Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental and 401K benefits for all full time positions. PTO will vary depending on the level of the position. This position is not eligible for incentives.

Management reserves the right to change this position description at any time according to business needs.

March 21, 2025

Equal employment opportunity, including veterans and individuals with disabilities.

PI266113374

Salary:

$21.00

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