Client Banking Specialist: Growth, Loans & Service

D.L. Evans Bank; Twin Falls (ID); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

FSA

401(k)

Employee Stock Ownership Plan

Paid Vacation

Sick Time

Life Insurance

Long-term Disability Insurance

Job summary

D.L. Evans Bank in Twin Falls, ID is seeking a Personal Banker to grow consumer and small business relationships. You will be the first sales and service contact, identify opportunities, and refer to Investment Services and Mortgage/Commercial teams as needed.

Responsibilities include opening/closing accounts, processing loans, handling cash, and providing exceptional customer service. This role requires strong ethics and professional appearance in a community bank setting.

Qualifications

• Must be at least 18 years old.
• High school diploma or GED required.
• Customer service experience, including cash handling, required.
• Banking experience preferred.
• Knowledge of bank operations, policies, and procedures 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.

Responsibilities

• Represents the Bank in a courteous and professional manner.
• 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.
• Ensures that customers' requests and questions are promptly resolved.
• Maintains privacy of customer account information.
• Directs calls to appropriate person/department as necessary and records and relays messages as appropriate.
• 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.
• Presents and explains Bank services and products to customers and assists in meeting their financial needs.
• Opens and closes accounts by obtaining information from the customer and entering into the computer system.
• Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests.
• Operates teller terminal, processes assigned cash and transactions, and balances at end of day.
• Seeks opportunities to refer products and services for increased business to the Bank.
• Enters loan information into automated software approval systems.
• Assists in servicing loans by processing such items as payments, payoffs, problem loan workout arrangements, loan draws, address changes, payment extensions, collateral releases, and payment due date changes.
• Advises customers of loan approval or denial and explains loan denials precisely and clearly to customers.
• Coordinates and processes loan closings and ensures loan documents are explained and acknowledged with customers and all disclosures are provided.
• Helps other area personnel as required.
• Keeps management informed of area activities and any significant problems or concerns.
• Completes special projects as assigned

Skills

Customer service

Cash handling

Banking

Computer literacy

Professional appearance

Education

High school diploma or GED

Tools

Branch equipment knowledge

Banking software

Job description

D.L. Evans Bank in Twin Falls, ID is seeking a Personal Banker to grow consumer and small business relationships. You will be the first sales and service contact, identify opportunities, and refer to Investment Services and Mortgage/Commercial teams as needed.

Responsibilities include opening/closing accounts, processing loans, handling cash, and providing exceptional customer service. This role requires strong ethics and professional appearance in a community bank setting.