Barbara Cooley Email & Phone Number

Post Falls, Idaho, US

• Greet and acknowledge clients in a timely and friendly manner
• Answer phones and assist or redirect clients inquires
• Confirm and schedule appointments directly with clients
• Process Payroll
• Generate invoices using billing software
• Maintain records of invoices posted, payment collected, and change in address of clients

• Obtain credit reports, order appraisals, and prepare loan approval documents
• Verify and correct supporting documents
• Prepare new loan files
• Close loans and complete final file documentation
• Prepare decline letters
• Prepare and follow up on loan documentation for consumer, commercial, construction, and real estate loans

• All teller functions
• Train employees in customer service and banking procedures, monitor the training provided for effectiveness, and evaluate performance
• Ensure adequate supply of cash is maintained to satisfy customer demand, while staying within assigned branch cash limits
• Adhere to regulatory compliance, bank policies and procedures, and submission of reports
• Operational and administrative duties including quarterly reconciliation of branch cash, Control Self Assessments, overdrafts, wire transfers, verification of stops and holds, daily GL balancing, suspense account.
• Interviewing and hiring staff

• All teller functions
• Assist with training new tellers in customer service and banking procedures
• Review and approve deposits and withdrawals in excess of tellers’ limits
• Adhere to regulatory compliance, Bank policies and procedures, and assist in training teller staff in these areas

• Greet and acknowledge customers in a timely and friendly manner
• Answer phones and assist or redirect customer inquiries
• Redeem U.S. Savings Bonds
• Process Visa payments and advances
• Accept and process stop payment requests and telephone transfers
• Buy and sell Canadian or other foreign currencies

• Greet and acknowledge customers in a timely and friendly manner
• Answer phones and assist or redirect customer inquiries
• Redeem U.S. Savings Bonds
• Process Visa payments and advances
• Accept and process stop payment requests and telephone transfers
• Buy and sell Canadian or other foreign currencies