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