Roving Teller/Financial Services Representative - Idaho Falls

About the role

This position works as needed at branch locations in the Eastern Idaho area, serving as both a Teller and Financial Services Representative. The role involves assisting customers with account management, transactions, and inquiries while promoting bank services.

Responsibilities

• Represent the Bank in a courteous and professional manner
• Receive deposits and loan payments in person or by mail
• Process cash advances, gift/travel cards, cashiers’ checks, government bonds, and similar transactions
• Disburse cash for checks/withdrawals after verification of signatures and customer balances
• Process transfers and assigned cash transactions, balancing at end of day
• Verify transactions, monitor deposit amounts, examine documents for proper endorsement, and resolve discrepancies
• Maintain security of assigned work area, including managing cash in teller drawer
• Place holds on uncollected funds per established policy
• Resolve customer requests and questions promptly
• Operate online teller terminal and provide authorized account information via phone, mail, or in person
• Perform drive-up teller and night drop functions as assigned
• Open and close accounts by obtaining customer information and entering it into the computer system
• Compile, research, and implement new policies, programs, and procedures for branch operations
• Provide technical support and training for new accounts and teller software programs
• Assist with IRA and HSA branch support, verifications, training, and audits
• Renew and update certificate accounts, contacting customers about maturing certificates of deposit and promotional offers
• Perform file maintenance and account changes (e.g., address updates) and track pending documentation
• Participate in branch openings and review, monitor, and create reports
• Maintain privacy of customer account information
• Direct calls to appropriate personnel and relay messages as needed
• Assist other team members as required and keep management informed of activities and concerns
• Complete required reports accurately and promptly
• Cross-sell bank services by maintaining knowledge of all bank products
• Keep work area and equipment clean, secure, and well-maintained
• Complete special projects and attend meetings as required
• Promote and uphold the professional reputation of D.L. Evans Bank in the community

Requirements

• At least 18 years old
• High school diploma or GED required
• Banking experience preferred
• Basic cash handling skills/experience preferred
• Knowledge of bank operations policies and procedures preferred
• Able to operate related computer applications and business equipment (e.g., adding machine, typewriter, copy machine, coin/money counting machines, telephone, scanner, branch capture machine)
• Professional appearance, dress, and attitude
• Good communication, typing, and math skills

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