at DL Evans Bank in Paul, Idaho, United States
Job Description
PERFORMANCE MEASUREMENTS
- Completes each scheduled training rotation and demonstrates the ability to perform or explain the assigned retail, lending, processing, collections, credit, and business-development functions within established training timeframes.
- Processes branch transactions, balances cash and daily activity, reviews documentation, and resolves discrepancies accurately and in accordance with Bank controls.
- Opens and services accounts, explains appropriate products and services, and addresses customer questions accurately, courteously, and within established service standards.
- Completes assigned branch and centralized lending support tasks accurately, including compiling loan information, maintaining documentation, booking or servicing loans, and processing paid notes.
- Completes assigned collections, financial analysis, credit-package, and credit-review work accurately, identifies material issues, and follows established escalation and approval requirements.
- Performs all assigned activities in compliance with Bank policies, security procedures, and applicable legal and regulatory requirements, with no unresolved material exceptions.
- Meets established business-development activity and performance goals, maintains complete and timely customer-call records in 360 View, and tracks marketing progress at least quarterly.
- Develops appropriate proposals and referral relationships that support assigned customer, deposit, fee-income, sales, and profitability objectives.
- Completes required reports, records, messages, and follow-up activities accurately and on time, and keeps trainers, management, and Human Resources informed of significant issues.
- Demonstrates professional communication, teamwork, community representation, and stewardship of Bank facilities and security responsibilities while meeting agreed development goals.
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