D.L. Evans Bank · 1 day ago
Business Banking Customer Service Representative - Idaho
Burley, ID
Full-time
Onsite
Entry Level
2+ years expD.L. Evans Bank is a community bank that has been serving Southern Idaho and Northern Utah since 1904. They are seeking a Business Banking Customer Service Representative responsible for processing business banking documentation and providing high-quality service to clients and management, while supporting Business Banking Officers in sales and service activities.
BankingFinancial Services
Responsibilities
Assumes responsibility for the effective preparation of all Business Banking documentation and servicing requirements
Prepare, review, and process business banking documentation, ensuring accuracy and compliance with policies and procedures
Support Business Banking Officers with sales and service backup, including client portfolio management and annual reviews
Promote and assist with merchant services and remote deposit capture installations
Provide professional and courteous service to clients, vendors, and internal staff
Perform general administrative and clerical duties, including document preparation, data entry, scheduling, and customer communications
Assumes responsibility for establishing and maintaining effective business relations with clients, vendors, and other business professionals
Resolves or appropriately refers to questions, requests, or concerns; answers routine questions and seamlessly directs customers to appropriate bank experts as necessary
Obtains and communicates information as needed to support client and business needs
Maintains confidentiality in all aspects of the position
Participates in customer calls with the Business Banking Officer and other team members
Coordinates and schedules appointments for clients and business partners
Assists with contacting prospects, customers, and identifying growth opportunities
Actively seeks and refers to new Business Banking and merchant services business
Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with area staff and management
Coordinates activities and obtains or conveys information as needed to ensure smooth workflow
Assists other administrative staff, Business Banking Officers, and related personnel as needed
Communicates client updates to the Vice President, Business Banking Manager, in a timely manner
Assumes responsibility for related duties as required or assigned by supervisor:
Attends meetings as required
Serves as a representative of D.L. Evans Bank and participates in community activities
Performs related clerical duties as needed
Ensures that the work area and equipment are clean, secure, and well maintained
Maintains and projects the bank's professional reputation
Actively always promotes D.L. Evans Bank by professionally selling and cross-selling bank products and services
Performs drive-up teller and night drop functions as assigned
Cross-sells bank services by maintaining a general working knowledge of all bank products
Completes special projects as assigned
Performs related security functions as needed or required
This position has security responsibilities
Qualification
Required
High school diploma or equivalent and at least 18 years of age
Basic knowledge of Business Online Banking products, including business accounts, business banking, cash management tools, and merchant services
Ability to assist customers over the phone as needed
Typically requires at least 24 months of experience
Proficient in Microsoft Office
Accurate and attentive to detail
Well organized
Strong communication skills
Ability to operate computer terminal, scanner, photocopier, fax machine, typewriter, telephone, and other general office equipment
Ability to enter, retrieve, and verify information from a computer
Good interpersonal and public relations skills
Ability to work with all levels of employees in the organization
Solid analytical, creative, and problem-solving abilities
Ability to work well independently
Ability to maintain a positive attitude
Ability to work on multiple projects at a time
Preferred
Previous experience with cash management products and familiarity with business online banking products, services, and systems
Associate's degree or equivalent from a two-year college or technical school
Two to three years of banking experience, with a background in new accounts and knowledge of lending, are considered helpful
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
FSA
401(k)
Employee Stock Ownership Plan
Paid Vacation
Sick Time
Life Insurance
Long-term Disability Insurance
Company
D.L. Evans Bank
September 15th. The Bank was capitalized with $25,000. Today, we are the largest Idaho-based community bank.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Horsley
Executive Vice President CCO
Recent News
Idaho Business Review
2023-05-19
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