Loan Assistant/Backup Teller

Job Description

The Loan Assistant/Backup Teller is responsible for providing clerical support for commercial lending activities under direct supervision. He or she types, prepares, and files a variety of documents; opens mail; and performs miscellaneous clerical functions as needed. The Loan Assistant/Backup Financial Services Representative also serves as a backup to the teller line. He or she provides high quality and professional service to customers at all times.

Qualifications

• Must be at least 18 years old
• High school diploma or GED required
• Experience helpful, particularly in a financial environment
• Basic knowledge of commercial and consumer loan services and procedures preferred
• Familiarity with general loan documentation helpful
• Accurate and attentive to detail
• Well organized
• Good typing skills
• Willing and able to help others
• Able to use a computer, adding machine, copy machine, and basic business equipment
• Able to get along well with coworkers

Responsibilities

• Processes loan payments and tracks insurance on business loans
• May monitor disbursements on construction and development loans
• Types a variety of documents, records, and reports
• Opens, sorts, and distributes mail
• Receives deposits and loan payments in person or by mail
• Processes cash advances, gift/travel cards, cashiers’ checks, government bonds, and similar transactions
• Disburses cash or 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
• Operates online teller terminal and provides in person, by telephone, or by mail information that customers may authorize concerning their account status
• Processes transfers
• Places holds on uncollected funds when necessary in accordance with established policy
• Assists with Safe Deposit Boxes
• Answers telephone calls and assists customers with questions and concerns, directs calls to appropriate person/department as necessary, and records and relays messages as appropriate
• Maintains security of assigned work area and places cash in teller drawer and locks all drawers when leaving work area
• Receives account holders change of address and forwards documentation to the appropriate department
• Ensures that customers' requests and questions are promptly resolved
• Obtains and conveys information as needed
• Coordinates functions with related departments and Branches and provides support as needed
• Helps other area personnel as required
• Keeps management informed of area activities and any significant problems or concerns
• Maintains and projects the Bank's professional reputation
• Promotes D.L. Evans Bank at all times
• Serves as a representative for D.L. Evans Bank in the community
• Completes special projects as assigned
• Attends meetings as required

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