Business Banking Customer Service Representative - Boise

About the role

Responsible for originating, reviewing, and processing business banking documentation and maintenance requests. In this role, the representative delivers high-quality professional service to management, coworkers, and clients, ensuring that all interactions reflect the bank’s commitment to excellence. The position supports Business Banking Officers by assisting with sales and service activities and actively promotes merchant service products to clients. Additional responsibilities include the installation and servicing of remote deposit capture systems, as well as providing assistance to sales officers during annual client reviews.

Responsibilities

• Prepare, review, and process business banking documentation, ensuring accuracy and compliance with policies and procedures.
• Support Business Banking Officers with sales and service backup, including client portfolio management and annual reviews.
• Promote and assist with merchant services and remote deposit capture installations.
• Provide professional and courteous service to clients, vendors, and internal staff.
• Perform general administrative and clerical duties, including document preparation, data entry, scheduling, and customer communications.
• Resolve or appropriately refer questions, requests, or concerns; answer routine questions and seamlessly direct customers to appropriate bank experts as necessary.
• Obtain and communicate information as needed to support client and business needs.
• Maintain confidentiality in all aspects of the position.
• Participate in customer calls with the Business Banking Officer and other team members.
• Coordinate and schedule appointments for clients and business partners.
• Assist with contacting prospects, customers, and identifying growth opportunities.
• Actively seek and refer new Business Banking and merchant services business.
• Coordinate activities and obtain or convey information as needed to ensure smooth workflow.
• Assist other administrative staff, Business Banking Officers, and related personnel as needed.
• Communicate client updates to the Vice President, Business Banking Manager, in a timely manner.
• Attend meetings as required.
• Serve as a representative of D.L. Evans Bank and participate in community activities.
• Perform related clerical duties as needed.
• Ensure that the work area and equipment are clean, secure, and well maintained.
• Maintain and project the bank's professional reputation.
• Actively promote D.L. Evans Bank by professionally selling and cross-selling bank products and services.
• Perform drive-up teller and night drop functions as assigned.
• Cross-sell bank services by maintaining a general working knowledge of all bank products.
• Complete special projects as assigned.
• Perform related security functions as needed or required.

Performance expectations

• Documents are prepared in accordance with established policies and procedures, and are accurate, neat, and timely.
• Files are current and well organized.
• Miscellaneous clerical functions are efficiently and effectively completed.
• Professional working relations, communication, and coordination exist with all area branch personnel and management.
• Management is appropriately informed.
• Inquiries are courteously attended to, and good business relations exist with outside professionals and customers.
• Telephone calls and visitors are courteously received.
• Administrative support functions are well coordinated, directed, and efficient.
• A professional image is projected and maintained.
• A positive attitude is reflected with internal and external customers.

Requirements

• High school diploma or equivalent and at least 18 years of age.
• Basic knowledge of Business Online Banking products, including business accounts, business banking, cash management tools, and merchant services.
• Ability to assist customers over the phone as needed.
• Typically requires at least 24 months of experience for promotion to the next level.

Preferred qualifications

• Previous experience with cash management products and familiarity with business online banking products, services, and systems.
• Associate’s degree or equivalent from a two-year college or technical school.
• Two to three years of banking experience, with a background in new accounts and knowledge of lending.

Skills

• Proficient in Microsoft Office.
• Accurate and attentive to detail.
• Well organized.
• Strong communication skills.
• Ability to operate computer terminal, scanner, photocopier, fax machine, typewriter, telephone, and other general office equipment.
• Ability to enter, retrieve, and verify information from a computer.
• Good interpersonal and public relations skills.
• Ability to work with all levels of employees in the organization.
• Solid analytical, creative, and problem-solving abilities.
• Ability to work well independently.
• Ability to maintain a positive attitude.
• Ability to work on multiple projects at a time.

About D.L. Evans Bank

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.

Benefits

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