Branch Specialist

Job Description

The Branch Specialist is responsible for performing a broad variety of financial services such as a 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. He or she balances each day's transactions and verifies cash totals, performs specific assigned side-jobs, and helps other Tellers with a variety of duties as required. He or she answers customer questions regarding Bank services provided and completes account maintenance functions as well as provides clerical support for commercial lending activities under limited supervision and helps other lending personnel. The Branch Specialist ensures that customers are served promptly and professionally and cross-sells services, performs related receptionist and secretarial functions as required, helps customers with any and all questions or problems that arise, and attends to all telephone inquiries and transactions.

Qualifications

• Must be at least 18 years old
• High school diploma or GED required
• Experience or training in real estate preferred
• Basic cash handling skills/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
• Good communication skills
• Good typing skills

RESPONSIBILITIES

• Represents the Bank in a courteous and professional manner
• Receives deposits and loan payments in person or by mail
• Disburses cash for checks/withdrawals and pays out money after verification of signatures and customer balances
• 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
• Helps other area personnel as required
• Keeps management informed of area activities and any significant problems or concerns
• Completes required reports and records accurately and promptly
• Cross-sells bank services by maintaining a general working knowledge of all bank products
• Promotes D.L. Evans Bank at all times
• Serves as a representative for D.L. Evans Bank in the community
• 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
• 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
• Processes loan payments and tracks insurance on business loans
• Types a variety of documents, records, and reports

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 – 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