Business Banking & Retail Support

FVCbank

Business Banking & Retail Support - Job Description

Title: Business Banking & Retail Support
Department: Retail
Reports to: VP/Regional Retail Administrator & Branch Manager

About Us:

Since opening our doors in 2007, FVCbank has incorporated a vision of creating a positive and empowering work environment for our employees. Our continuous efforts in supporting our employees to be successful is one of our most important responsibilities. We believe that in order to provide exceptional service to our customers and the community, our employees must be a priority. If you want to join a company that is dedicated to helping you be successful and grow in your career, then join us at FVCbank.

Job Summary

The primary role of the Business Banking & Retail Support assists the business development team by performing clerical support such as gathering necessary documentation and files from potential clients for processing, managing data, reports, and providing administrative support. They may also help with Retail functions, client relations, and sales strategies.

Essential Job Functions

• Provide administrative and client relationship support for the Lending, Business Development, and Retail teams.
• Develop knowledge of Bank products and services to support Bank teams to ensure consistent customer relationship growth and management.
• Organize, track, and ensure the progress of all required paperwork for Business Development Officers to verify documents are completed correctly and on time.
• Collaborate with internal departments to ensure customer experience standards are met.
• Facilitate the distribution of documents at the Business Development Officers’ request to clients.
• Respond to department-specific questions in a timely and accurate manner.
• Maintains existing client relationships though the processing of client requests, resolving client inquiries, and making sure key client information and documentation is current.
• Serve as a primary point of contact for clients, ensuring timely and professional communication via email, phone, in-person, or digital.
• Follow up on documentation, missing CIP (Customer Information Program) details, BSA documents/information, and prepare files for processing.
• Follow-up with prospects and business contacts.
• Follow up with maturities, including CD’s/CDARS for existing clients.
• Ensure compliance with operational, security and audit procedures, preventing fraud and protecting customer assets.
• Support Retail & Branch in achieving its operational, sales, service, and compliance goals.
• Perform other duties as assigned

Job Requirements

• High school diploma or GED equivalent
• One to two years of administrative experience
• Previous experience in banking preferred
• Excellent written and verbal communication skills
• Excellent interpersonal skills
• Proficient with MS Office applications (Word, Excel, PowerPoint)
• Strong organizational skills
• Guarded and protective over sensitive documents and other communications

Essential Functions

• Ability to sit, stand, kneel, and bend for extended periods of time
• Must be able to operate a computer keyboard, mouse, and other computer components
• Ability to converse and exchange information with all levels of staff within the organization
• Ability to maintain confidentiality
• Ability to observe, perceive, and identify data
• Ability to travel via air, rail, automobile, and/or bus

Disclaimer

The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse of misappropriation of financial instruments or information which is essential function of the position for which you are applying. A consumer report and additional background reports are requested of all applicants on that basis.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

We are an Affirmative Action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation or any other characteristic protected by federal, state or local law.

Apply at www.fvcbank.com / Careers Tab