Business Services Coordinator - Sterling, United States - Sauk Valley Bank

Sauk Valley Bank
Sauk Valley Bank
Verified Company
Sterling, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
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

  • 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
  • Works closely with Fitech Payments LLC (merchant processor) and Profit Stars (remote deposit service provider) to register and install customers for these services
  • 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
  • Answers customer questions; investigates and corrects errors; and resolves problems or other issues
  • Assistance with cash management, remote deposit and credit card processing over the phone
  • Ability to troubleshoot technical problems for ancillary business products
  • 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 inhouse 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.
  • Ability to deal with difficult problems involving multiple facets and variables in nonstandardized 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 requ
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