Customer Service Representative - Processing Center

D.L. Evans Bank; Burley (ID); On-site; USD 42,000 - 56,000; 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 is seeking a Customer Service Representative for its Processing Department in Idaho. The role involves accounting, clerical duties, and support for Branch personnel and Merchant Capture clients, with focus on dispute resolution and accurate FedLine entries.

Responsibilities include daily ACH audits, check processing verifications, wire transfer support, currency movements, and general ledger balance checks. Strong communication, organization, and confidentiality are essential.

Qualifications

• Must be at least 18 years old.
• High school diploma or GED required.
• Accurate and attentive to detail.
• Able to get along well with coworkers.
• Ability to maintain confidentiality in all situations.
• Excellent verbal and written communication skills as well as professional telephone etiquette.
• Well organized with good typing skills.
• Strong proofreading skills.
• Knowledge of Microsoft Office software products and strong ability to use and navigate the Internet.
• Willing and able to assist coworkers with various tasks.

Responsibilities

• Performs a daily audit of ACH pre-notes, corrections, and returns and researches information necessary to balance or correct entries.
• Sources NSF items and verifies that the NSF does not overdraw the account over $50,000 without permission.
• Processes incoming and outgoing large item returns and notifies customer and/or branch personnel when appropriate.
• Reviews all incoming checks $10,000.00 and over for signature and endorsement verification and ensures that irregular signatures and missing endorsement checks are returned through the proper channels.
• Assists with the verification of incoming and outgoing wire transfers.
• Exchanges foreign funds by check made out to bank customers and deposits appropriate funds into their accounts.
• Locates and corrects outages for general ledger account on the Daily Application Report.
• Ensures that the Certificate of Deposits over $100,000 are balanced accurately.
• Processes Fed check adjustments accurately and timely through the FedLine Advantage system and makes appropriate adjustment entries to the General Ledger and customer accounts.
• Assists with the weekly shipment and ordering of cash through the FedLine Advantage system.
• Assists branch personnel with branch capture item processing issues.
• Assists merchant capture clients with item processing issues.
• Serves as a backup as needed for DDA, SAV, DDL, FMS, and non-posts.
• Answers the telephone and fields or refers questions from customers, branch personnel, and management.
• Helps other area personnel as required.
• Keeps management informed of area activities and any significant problems or concerns.

Skills

Attention to detail

Teamwork

Confidentiality

Verbal and written communication

Telephone etiquette

Organization

Typing skills

Proofreading

Microsoft Office

Internet navigation

Coworker assistance

Education

High school diploma or GED

Age 18+

Tools

Microsoft Office

Job description

Job Description

The Customer Service Representative is responsible for providing accounting, clerical, and financial service functions for the D.L. Evans Bank Processing Department. He or she assists branch personnel and Merchant Capture clients with item processing issues, ensures quality control through dispute accuracy and problem resolution, completes and submits the required documents through FedLine Advantage for check adjustments, and maintains files and records. The Customer Service Representative ensures that customer questions and requests are courteously and promptly resolved and assists coworkers when needed.

Qualifications

• Must be at least 18 years old
• High school diploma or GED required
• Accurate and attentive to detail
• Able to get along well with coworkers
• Ability to maintain confidentiality in all situations
• Excellent verbal and written communication skills as well as professional telephone etiquette
• Well organized with good typing skills
• Strong proofreading skills
• Knowledge of Microsoft Office software products and strong ability to use and navigate the Internet
• Willing and able to assist coworkers with various tasks

Responsibilities

• Performs a daily audit of ACH pre-notes, corrections, and returns and researches information necessary to balance or correct entries
• Sources NSF items and verifies that the NSF does not overdraw the account over $50,000 without permission
• Processes incoming and outgoing large item returns and notifies customer and/or branch personnel when appropriate
• Reviews all incoming checks $10,000.00 and over for signature and endorsement verification and ensures that irregular signatures and missing endorsement checks are returned through the proper channels
• Assists with the verification of incoming and outgoing wire transfers
• Exchanges foreign funds by check made out to bank customers and deposits appropriate funds into their accounts
• Locates and corrects outages for general ledger account on the Daily Application Report
• Ensures that the Certificate of Deposits over $100,000 are balanced accurately
• Processes Fed check adjustments accurately and timely through the FedLine Advantage system and makes appropriate adjustment entries to the General Ledger and customer accounts
• Assists with the weekly shipment and ordering of cash through the FedLine Advantage system
• Assists branch personnel with branch capture item processing issues
• Assists merchant capture clients with item processing issues
• Serves as a backup as needed for DDA, SAV, DDL, FMS, and non-posts
• Answers the telephone and fields or refers questions from customers, branch personnel, and management
• Helps other area personnel as required
• Keeps management informed of area activities and any significant problems or concerns

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

D.L. Evans Bank is an Equal Opportunity Employer – veterans/individuals with disabilities. VEVRAA Federal Contractor. EOE/AA/Vets/IWD.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• FSA
• 401(k)
• Employee Stock Ownership Plan
• Paid Vacation
• Sick Time
• Life Insurance
• Long-term Disability Insurance