Client-Focused Personal Banker — Loans & Accounts

US Lawns; Boise (ID); Sur place; USD 38 000 - 54 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Dental Insurance

Vision Insurance

FSA

401(k)

Employee Stock Ownership Plan

Paid Vacation

Sick Time

Life Insurance

Long-term Disability Insurance

Résumé du poste

D.L. Evans Bank is seeking a Personal Banker to acquire new customers and expand relationships, serving as the initial sales and service contact for clients. The role includes processing transactions, opening/closing accounts, and assisting with loans while maintaining security and privacy.

The candidate should have a high school diploma or GED, 18+ years old, and prior customer service with cash handling. Banking experience is preferred, with a professional demeanor and strong knowledge of bank

Qualifications

• At least 18 years old
• High school diploma or GED
• Customer service experience with cash handling
• Banking experience preferred
• Knowledge of bank operations, policies, and procedures preferred

Responsabilités

• 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

Connaissances

Customer service

Cash handling

Banking experience

Professional appearance

Formation

High school diploma or GED

Outils

Adding machine

Typewriter

Copy machine

Coin counting machines

Money counting machines

Telephone

Scanner

Branch capture machine

Description du poste

D.L. Evans Bank is seeking a Personal Banker to acquire new customers and expand relationships, serving as the initial sales and service contact for clients. The role includes processing transactions, opening/closing accounts, and assisting with loans while maintaining security and privacy.

The candidate should have a high school diploma or GED, 18+ years old, and prior customer service with cash handling. Banking experience is preferred, with a professional demeanor and strong knowledge of bank