The Investment Sales Assistant provides administrative and clerical support to the investment representative in the Magic Valley area. He or she is responsible for managing existing client relationships by working with Investment Department Personnel. The Investment Sales Assistant assembles letters, memos, and reports as well as prepares documents and maintains data. He or she answers questions and directs telephone calls and visitors. The Investment Sales Assistant will actively pursue obtaining appropriate licensing for life/health/disability and securities. 

Qualifications

• Must be at least 21 years old
• High school diploma or GED required; Associate’s degree or equivalent from a two-year college or technical school preferred
• At least two years of experience working in the financial services industry preferred
• Experience helpful, particularly in an investment environment
• 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
• Able to use the internet and e-mail and demonstrate an understanding of Microsoft Office products and usage

Responsibilities

• Performs general clerical duties to include, but not limited to: scanning, photocopying, faxing, mailing, and filing
• Processes client paperwork for investment customers including opening, closing, and change documents
• Processes customer transactions including checks received for deposit, recording purchases and sales, verifying deposit amounts, and providing receipts
• Assists investment customers with inquiries, both in person and over the phone, including balance information, depositing of funds, forms, etc.
• Responds independently or refers questions/concerns when appropriate
• Updates client information when necessary including address changes, beneficiary changes, and bank/account information changes
• Maintains sales blotters, checks received blotters, and verifies mail logs
• Receives and screens visitors and telephone calls and either notifies staff members or records and relays messages and conducts visitors to proper offices and announces them
• Maintains customer database and tracks and maintains customer lists and addresses for mailings in Excel
• Prepares monthly checklist report for investment representative and other reports as needed
• Maintains confidentiality
• Resolves or appropriately refers questions, requests, complaints, and problems
• Schedules appointments, branch trainings, and customer meetings as needed
• Keeps management informed of area activities and any significant problems or concerns
• Attends meetings as required
• Serves as a representative for D.L. Evans Bank in the community
• Promotes D.L. Evans Bank at all times
• Types a variety of documents, records, and reports
• Completes special projects as assigned

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 (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.

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