at Sauk Valley Bank & Trust Company in Sterling, Illinois, United States
Job Description
Sauk Valley BankDescription:
POSITION DESCRIPTION
Title: Solutions Center Specialist
Salary Range: Based on Experience
FLSA: Non-Exempt
Hours: Monday – Saturday Hours will Vary
Category: Full Time
Reports To: Solutions Center Team Lead
SUMMARY
The Solutions Center Specialist provides quality service via telephone, email, and chat to bank customers in an efficient and professional manner. Explore and recommend appropriate products to develop client relationships via the telephone, email, and chat. Researches and resolves customer requests and answers customer inquiries with regard to account maintenance, balance transfers, account verification, stop payments, statement requests, etc. Accepts loan applications via telephone and obtains customer information for new deposit accounts via online application.
In addition the Solutions Center Specialist assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking regulations.
ESSENTIAL DUTIES
- Responding to a wide variety of inquiries and exhibiting the necessary follow through with customers and/or employees involved to ensure an excellent level of customer service is sustained.
- Treats people with respect, reliability; inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions and comfortably multitasks utilizing technology to support customers.
- Performs Banking functions to include: opening, servicing and closing all deposit transaction accounts including online account opening and debit card disputes
- Opens, service and close all certificates of deposit, IRA's and H.S.A. accounts
- Responsible for knowledge and expertise in utilizing technology and numerous software packages used by the Bank
- Assist scanning, indexing and filing documents
- Provide loan rate and product information as well as assist in initiating the loan process
- Represents SVB in bank sponsored events
SECONDARY DUTIES
The position of Solutions Center Specialist performs duties specific to the position and other functions as assigned.
SUPERVISORY RESPONSIBILITY
The position of Solutions Center Specialist 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, pre
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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.