Roving Teller/Financial Services Representative - Treasure Valley

Job Description

The Roving Teller/Backup Financial Services Representative is responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashiers’ checks, and cash advances. he or she balances each day's transactions and verifies cash totals. The Roving Teller/Backup Financial Services Representative performs specific assigned side-jobs and assists other Tellers with a variety of duties as required. He or she is trained to perform a broad variety of financial service representative functions, such as closing accounts, verifying funds, renewing certificates, and assisting customers with checking account problems. The Roving Teller/Backup Financial Services Representative ensures that customers are promptly and professionally served. He or she performs complex Teller functions as needed.

Generally, this employee works as needed at branch locations in the Treasure Valley.

Qualifications

• Must be 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, including adding machine, typewriter, copy machine, coin and money counting machines, telephone, scanner, and branch capture machine
• Professional appearance, dress, and attitude
• Good communication skills
• Good typing skills
• Good math skills

Responsibilities

• Assumes responsibility for the efficient, effective, and accurate performance of Teller functions

• Performs vault duties such as maintaining sufficient currency and coin to meet Bank needs. Distributes money to tellers. Prepares currency and coin for shipment. Counts and verifies currency shipments

• Represents the Bank in a courteous and professional manner

• Receives deposits and loan payments in person or by mail

• Operates online teller terminal

• Processes cash advances, cashiers’ checks, money orders, government bonds, and similar transactions

• Disburses cash or check withdrawals in person, by telephone, or by mail. Pays out money after verification of signatures and customer balances

• Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day

• Verifies transactions. Monitors deposit amounts, and examine documents for proper endorsement and negotiability. Detects and resolves discrepancies promptly

• Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions

• Processes transfers

• Maintains security of assigned work area. Places cash in teller drawer and locks all drawers when leaving work area

• Places holds on uncollected funds when necessary in accordance with established policy and input on NGP

• Balances Automated Teller Machine. (ATM)

• Maintains a general working knowledge of all Bank products and services in order to actively cross sell bank products and serves as a back-up to the Financial Services Representative when needed

• Performs new account verification

• May assist Operations Supervisor with monthly audit reports and verification

• Performs vault duties such as ordering/shipping currency and coin and distributing money to tellers. Serves as vault/backup to vault

• Assumes responsibility for establishing and maintaining effective, professional business relations with customers.

• Presents and explains Bank services and products to customers and assists in meeting their financial needs. Closes accounts. Assists with safe deposit boxes

• Answers questions and solves problems for customers by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves customer checking account problems

• Operates online teller terminal. Provides in person, by telephone, or by mail, such information as customers may authorize concerning their account status

• Receives and processes new customer accounts and changes to existing accounts

• Receives and processes changes of name, addresses, and other account information as needed

• Keeps customers informed of Bank services and policies, including types of available accounts, interest rates, and other related services

• Maintains privacy of customer account information

• Ensures that the Bank's quality reputation is maintained and projected

• Ensures that customers' requests and questions are promptly resolved

• Receives account holders change of address and forwards documentation to the appropriate department

• Answers questions and solves problems for customers by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Takes stop payment orders

• Answers telephone calls and assists customers with questions and concerns. Directs calls to appropriate person/department as necessary. Records and relays messages as appropriate

• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management

• Assists area personnel as required. Provides guidance and training to new tellers and assists other tellers with balancing (looks to resolve outages, etc.)

• Keeps supervisor informed of area activities and of any significant problems or concerns

• Completes required reports and records accurately and promptly

• Attends meetings as required

• Assumes responsibility for related duties as required or assigned

• Performs drive-up teller and night drop functions as assigned

• Cross sells Bank services by maintaining a general working knowledge of all bank products

• Maintains the professional reputation of D.L. Evans Bank
• Promotes D.L. Evans Bank at all times
• Serves as a representative for D.L. Evans Bank in the community

Company Description

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

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