Investment Administrative Assistant at Sauk Valley Bank in Sterling, Illinois

Job Description:

Title: Investment Administrative Assistant

Salary Range: Based on Experience

FLSA: Non-Exempt

Hours: Monday – Friday 8:00 – 5:00

Category: Full Time

Reports To: VP Investment Representative

SUMMARY

The position of Investment Administrative Assistant is responsible for assisting the VP Investment Representative with day to day operation. In addition the AA assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking and investment regulations.

ESSENTIAL DUTIES

1. Provides administrative and general clerical support for servicing and assistance as needed. Including new accounts, filing, paperwork finalization, etc.
2. Processes and resolves general customer transactions, problems or inquiries. Assists with document follow-up.
3. Operates computer to process account activity, determine balances, research and resolve problems within given authority.
4. Composes, prepares and issues correspondence such as internal memorandums and letters to customers. Tabulates and posts data in files and record books; sets up and maintains a variety of central files and journals. Gathers data and process various reports and callbacks.
5. Works in conjunction with MSTC in maintaining a positive working relationship
6. Preparing and scheduling annual client reviews
7. Managing outlook calendar and email
8. SIE designation required

SECONDARY DUTIES

The position of Investment Administrative Assistant performs duties specific to the position and other functions as assigned.

SUPERVISORY RESPONSIBILITY

The position of Investment Administrative 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.

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.
• Utilize MS Word, Excel and PowerPoint with a high degree of proficiency
• 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.
• 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.

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

March 3, 2022

PI251832822