Business Banking Customer Service Representative - Idaho
Job in
Burley, Cassia County, Idaho, 83318, USA
Listed on 2026-02-03
Listing for:
US Lawns
Full Time
position Listed on 2026-02-03
Job specializations:
-
Business
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
Overview
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.
- Assumes responsibility for the effective preparation of all Business Banking documentation and servicing requirements.
- 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.
- Resolves or appropriately refers to questions, requests, or concerns; answers routine questions and seamlessly directs customers to appropriate bank experts as necessary.
- Obtains and communicates information as needed to support client and business needs.
- Maintains confidentiality in all aspects of the position.
- Participates in customer calls with the Business Banking Officer and other team members.
- Coordinates and schedules appointments for clients and business partners.
- Assists with contacting prospects, customers, and identifying growth opportunities.
- Actively seeks and refers to new Business Banking and merchant services business.
- Coordinates activities and obtains or conveys information as needed to ensure smooth workflow.
- Assists other administrative staff, Business Banking Officers, and related personnel as needed.
- Communicates client updates to the Vice President, Business Banking Manager, in a timely manner.
- Attends meetings as required.
- Serves as a representative of D.L. Evans Bank and participates in community activities.
- Performs related clerical duties as needed.
- Ensures that the work area and equipment are clean, secure, and well maintained.
- Maintains and projects the bank's professional reputation.
- Actively always promotes D.L. Evans Bank by professionally selling and cross-selling bank products and services.
- Performs drive-up teller and night drop functions as assigned.
- Cross-sells bank services by maintaining a general working knowledge of all bank products.
- Completes special projects as assigned.
- Performs related security functions as needed or required.
- This position has security responsibilities.
- 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…
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