Business Banking Customer Service Representative - Boise

Job Description Position Purpose

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.

Through these duties, the representative plays a key role in supporting the business banking team and enhancing the overall client experience.

• 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 to 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 to 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.
• Responsible for security duties.

• 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.

• High school diploma or equivalent and at least 18 years of age.
• Preferred:
  Previous experience with cash management products and familiarity with business online banking products, services, and systems.

• Basic knowledge of Business Online Banking…