Loan Assistant/Backup Teller

About the role

Provides clerical support for commercial lending activities under direct supervision and serves as a backup to the teller line, delivering high-quality, professional service to customers at all times.

Responsibilities

• Processes loan payments and tracks insurance on business loans
• Monitors 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 issues checks/withdrawals 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 account status information to customers (in person, by telephone, or by mail) as authorized
• Processes transfers and places holds on uncollected funds in accordance with established policy
• Assists with Safe Deposit Boxes
• Answers telephone calls, assists customers with questions and concerns, directs calls to appropriate person/department, and records and relays messages
• Maintains security of assigned work area 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 and serves as a community representative
• Completes special projects as assigned
• Attends meetings as required

Requirements

• Must be at least 18 years old
• High school diploma or GED required
• Experience in a financial environment helpful
• 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

About the company

D.L. Evans Bank is a community bank established in 1904, providing premier banking services to residents of Southern Idaho and Northern Utah. The bank fosters a working environment dedicated to teamwork and excellent customer service.

Benefits

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