Business Banking Customer Service Representative - Idaho

About the role

Responsible for originating, reviewing, and processing business banking documentation and maintenance requests. Delivers high-quality professional service to management, coworkers, and clients, ensuring all interactions reflect the bank’s commitment to excellence. Supports Business Banking Officers by assisting with sales and service activities and promoting merchant service products to clients.

Responsibilities

• Affords responsibility for the effective preparation of all Business Banking documentation and servicing requirements.
• Prepares, reviews, and processes business banking documentation, ensuring accuracy and compliance with policies and procedures.
• Supports Business Banking Officers with sales and service backup, including client portfolio management and annual reviews.
• Promotes and assists with merchant services and remote deposit capture installations.
• Provides professional and courteous service to clients, vendors, and internal staff.
• Performs general administrative and clerical duties, including document preparation, data entry, scheduling, and customer communications.
• Establishes and maintains effective business relations with clients, vendors, and other business professionals.
• Solves or appropriately refers to questions, requests, or concerns; answers routine questions and seamlessly directs customers to appropriate bank experts as necessary.
• Obtains and communicates information as needed to support client and business needs.
• Maintains confidentiality in all aspects of the position.
• Participates in customer calls with the Business Banking Officer and other team members.
• Coordinates and schedules appointments for clients and business partners.
• Assists with contacting prospects, customers, and identifying growth opportunities.
• Actively seeks and refers to new Business Banking and merchant services business.
• Establishes and maintains effective communication, coordination, and working relations with area staff and management.
• Coordinates activities and obtains or conveys information as needed to ensure smooth workflow.
• Assists other administrative staff, Business Banking Officers, and related personnel as needed.
• Communicates client updates to the Vice President, Business Banking Manager, in a timely manner.
• Attends meetings as required.
• Serves as a representative of D.L. Evans Bank and participates in community activities.
• Performs related clerical duties as needed.
• Ensures that the work area and equipment are clean, secure, and well maintained.
• Maintains and projects the bank's professional reputation.
• Actively always promotes D.L. Evans Bank by professionally selling and cross-selling bank products and services.
• Performs drive-up teller and night drop functions as assigned.
• Cross-sells bank services by maintaining a general working knowledge of all bank products.
• Completes special projects as assigned.
• Performs related security functions as needed or required.

Qualifications

• High school diploma or equivalent and at least 18 years of age.
• Previous experience with cash management products and familiarity with business online banking products, services, and systems preferred.
• Typically requires at least 24 months of experience.
• Associate’s degree or equivalent from a two-year college or technical school preferred.

Requirements for Promotion to Next Level

• 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.

Skills/Abilities

• 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.
• 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.

Company Description

D.L. Evans Bank is a community bank founded in 1904. We provide premier banking services to residents of Southern Idaho and Northern Utah while fostering a collaborative work environment for our dedicated employees. As an Equal Opportunity Employer, we welcome applications from individuals with diverse backgrounds and experiences. VEVRAA Federal Contractor. EOE/AA/Vets/IWD. Benefits include medical insurance, dental insurance, vision insurance, FSA, 401(k), Employee Stock Ownership Plan, paid vacation, sick time, life insurance, long-term disability insurance, and more.