What are the responsibilities and job description for the Roving Teller/Financial Services Representative - Mini-Cassia Area position at DL Evans Bank?
Job Description
The Teller/Financial Services Representative is responsible for opening and closing accounts, renewing certificate accounts, and assisting customers with bookkeeping and checking account problems. He or she will answer customer questions regarding Bank services and perform a variety of account maintenance. The Financial Services Representative/Backup Teller also performs a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, and cash advances. He or she balances each day's transactions and verifies cash totals, performs specific assigned side-jobs, helps other Tellers with a variety of duties as required, and ensures that customers are served promptly and professionally. In addition, the Teller/Financial Services Representative 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.
Generally, this employee works as needed at branch locations in the Mini-Cassia area, including Burley, Rupert, Albion, and occasional Twin Falls branches.
Qualifications
- Must be at least 18 years old
- High school diploma or GED required
- Banking experience 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
- Good math skills
Responsibilities
- Represents the Bank in a courteous and professional manner
- 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 for checks/withdrawals and pays out money after verification of signatures and customer balances
- Processes transfers
- 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
- Performs drive-up teller and night drop functions as assigned
- 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
- Assists with IRA and HSA branch support, verifications, training and audits as assigned
- 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
- 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
- Keeps work area and equipment clean, secure, and well maintained
- Completes special projects as assigned
- Attends meetings as required
- Maintains the professional reputation of D.L. Evans Bank
- Promotes D.L. Evans Bank at all times
- Serves as a representative for D.L. Evans Bank in the community
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