Teller/Backup Financial Services Representative
D.L. Evans Bank, Ketchum, ID, United States
Overview
The Teller/Financial Services Representative is responsible for paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, and cash advances, as well as opening and closing accounts, renewing certificate accounts, and helping customers with bookkeeping and checking account problems. They balance each day’s transactions and verify cash totals, perform assigned side-jobs, and assist other Tellers with various duties. They answer customer questions regarding bank services and complete account maintenance functions, ensuring customers are served promptly and professionally. The role also involves cross-selling services, performing related receptionist and secretarial tasks, handling telephone inquiries and transactions, and assisting customers with questions or problems as they arise.
Qualifications
Must be at least 18 years old
High school diploma or GED required
Experience or training in real estate preferred
Knowledge of bank operations policies and procedures preferred
Basic cash handling skills/experience preferred
Able to operate related computer applications and business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, telephone, scanner, and branch capture machine
Professional appearance, dress, and attitude
Good communication skills
Good typing skills
Good math skills
Responsibilities
Represents the Bank in a courteous and professional manner
Receives deposits and loan payments in person or by mail
Processes cash advances, gift/travel cards, cashiers’ checks, government bonds, and similar transactions
Disburses cash for checks/withdrawals and pays out money after verification of signatures and customer balances
Processes transfers
Processes assigned cash and transactions and balances at end of day
Verifies transactions, monitors deposit amounts, examines documents for proper endorsement and negotiability, and detects and resolves discrepancies promptly
Maintains security of assigned work area, places cash in teller drawer, and locks all drawers when leaving work area
Places holds on uncollected funds when necessary in accordance with established policy
Ensures that customers\' requests and questions are promptly resolved
Operates online teller terminal and provides in person, by telephone, or by mail information that customers may authorize concerning their account status
Maintains privacy of customer account information
Directs calls to appropriate person/department as necessary and records and relays messages as appropriate
Performs drive-up teller and night drop functions as assigned
Opens and closes accounts by obtaining information from the customer and entering into the computer system
Compiles, researches, and implements new policies, programs, procedures and services dealing with branch operations
Provides technical support and training related to new accounts and teller software programs
Assists with IRA and HSA branch support, verifications, training and audits as assigned
Renews and updates certificate accounts and contacts customers with maturing certificates of deposit and notifies them of promotional offers
Performs file maintenance and account changes as needed, such as address changes, etc., and stays up to date on pending documentation, such as verifying accounts opened by other branch personnel
Participates in branch openings
Reviews, monitors and creates a variety of reports
Completes required reports and records accurately and promptly
Helps other area personnel as required
Keeps management informed of area activities and any significant problems or concerns
Cross-sells bank services by maintaining a general working knowledge of all bank products
Keeps work area and equipment clean, secure, and well maintained
Completes special projects as assigned
Attends meetings as required
Maintains the professional reputation of D.L. Evans Bank
Promotes D.L. Evans Bank at all times
Serves as a representative for D.L. Evans Bank in the community
Company Description
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
FSA
401(k)
Employee Stock Ownership Plan
Paid Vacation
Sick Time
Life Insurance
Long-term Disability Insurance
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The Teller/Financial Services Representative is responsible for paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, and cash advances, as well as opening and closing accounts, renewing certificate accounts, and helping customers with bookkeeping and checking account problems. They balance each day’s transactions and verify cash totals, perform assigned side-jobs, and assist other Tellers with various duties. They answer customer questions regarding bank services and complete account maintenance functions, ensuring customers are served promptly and professionally. The role also involves cross-selling services, performing related receptionist and secretarial tasks, handling telephone inquiries and transactions, and assisting customers with questions or problems as they arise.
Qualifications
Must be at least 18 years old
High school diploma or GED required
Experience or training in real estate preferred
Knowledge of bank operations policies and procedures preferred
Basic cash handling skills/experience preferred
Able to operate related computer applications and business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, telephone, scanner, and branch capture machine
Professional appearance, dress, and attitude
Good communication skills
Good typing skills
Good math skills
Responsibilities
Represents the Bank in a courteous and professional manner
Receives deposits and loan payments in person or by mail
Processes cash advances, gift/travel cards, cashiers’ checks, government bonds, and similar transactions
Disburses cash for checks/withdrawals and pays out money after verification of signatures and customer balances
Processes transfers
Processes assigned cash and transactions and balances at end of day
Verifies transactions, monitors deposit amounts, examines documents for proper endorsement and negotiability, and detects and resolves discrepancies promptly
Maintains security of assigned work area, places cash in teller drawer, and locks all drawers when leaving work area
Places holds on uncollected funds when necessary in accordance with established policy
Ensures that customers\' requests and questions are promptly resolved
Operates online teller terminal and provides in person, by telephone, or by mail information that customers may authorize concerning their account status
Maintains privacy of customer account information
Directs calls to appropriate person/department as necessary and records and relays messages as appropriate
Performs drive-up teller and night drop functions as assigned
Opens and closes accounts by obtaining information from the customer and entering into the computer system
Compiles, researches, and implements new policies, programs, procedures and services dealing with branch operations
Provides technical support and training related to new accounts and teller software programs
Assists with IRA and HSA branch support, verifications, training and audits as assigned
Renews and updates certificate accounts and contacts customers with maturing certificates of deposit and notifies them of promotional offers
Performs file maintenance and account changes as needed, such as address changes, etc., and stays up to date on pending documentation, such as verifying accounts opened by other branch personnel
Participates in branch openings
Reviews, monitors and creates a variety of reports
Completes required reports and records accurately and promptly
Helps other area personnel as required
Keeps management informed of area activities and any significant problems or concerns
Cross-sells bank services by maintaining a general working knowledge of all bank products
Keeps work area and equipment clean, secure, and well maintained
Completes special projects as assigned
Attends meetings as required
Maintains the professional reputation of D.L. Evans Bank
Promotes D.L. Evans Bank at all times
Serves as a representative for D.L. Evans Bank in the community
Company Description
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
FSA
401(k)
Employee Stock Ownership Plan
Paid Vacation
Sick Time
Life Insurance
Long-term Disability Insurance
#J-18808-Ljbffr