Roving Teller​/Backup Financial Services Representative

Roving Teller/Backup Financial Services Representative

4 days ago — Be among the first 25 applicants.

The Teller/Financial Services Representative is responsible for opening and closing accounts, renewing certificate accounts, and assisting customers with bookkeeping and checking account problems. He or she will answer customer questions regarding bank services and perform various account maintenance tasks. The role also includes a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashier's checks, and cash advances.

The employee balances daily transactions, verifies cash totals, performs assigned side-jobs, assists other Tellers as needed, and ensures customers are served promptly and professionally.

The representative cross‑sells services, performs related receptionist and secretarial functions, helps customers with questions or problems that arise, and handles telephone inquiries and transactions.

Generally, this employee works as needed at branch locations in the Wood River Valley (Hailey, Ketchum, and Bellevue), but may occasionally travel to other surrounding areas such as Magic Valley if needed. When not assigned to those branches, the employee will be located at the Hailey Branch, 609 South Main Street.

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

• Represents the Bank in a courteous and professional manner
• Receives deposits and loan payments in person or by mail
• Processes cash advances, gift/travel cards, cashier’s checks, government bonds, and similar transactions
• Disburses cash for checks/withdrawals and pays out money after verification of signatures and customer balances
• Processes transfers
• Processes assigned cash and transactions and balances at end of day
• Verifies transactions, monitors deposit amounts, examines documents for proper endorsement and negotiability, and resolves discrepancies promptly
• Maintains security of assigned work area, places cash in teller drawer, and locks all drawers when leaving
• Places holds on uncollected funds when necessary in accordance with established policy
• Ensures customers’ requests and questions are promptly resolved
• Operates online teller terminal and provides information that customers may authorize concerning their account status
• Performs drive‑up teller and night drop functions as assigned
• Opens and closes accounts by obtaining information from the customer and entering it into the computer system
• Compiles, researches, and implements new policies, programs, procedures, and services related to branch operations
• Provides technical support and training related to new accounts and teller software programs
• Assists with IRA and HSA branch support, verifications, training and audits as assigned
• Renews and updates certificate accounts and contacts customers with maturing certificates of deposit, notifying them of promotional offers
• Performs file maintenance and account changes as needed
• Participates in branch openings
• Reviews, monitors, and creates a variety of reports
• Maintains privacy of customer account information
• Directs calls to appropriate person/department and records and relays messages as appropriate
• Helps other area personnel as required
• Keeps management informed of area activities and any significant problems or concerns
• Completes required reports and records accurately and promptly
• Cross‑sells bank services by maintaining a general working knowledge of all bank products
• Keeps work area and equipment clean, secure, and well maintained
• Completes special projects as assigned
• Attends meetings as required
• Maintains the professional reputation of
  
  D. L. Evans Bank
• Promotes
  
  D. L. Evans Bank at all times
• Serves as a representative for
  
  D. L.…