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•Process and follow up on DMV documentation•Open title requests and order flood

•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 monitoring•Interviewing and hiring staff•Employee reviews

•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•Prepare daily work for proof by batching cash paid items and imaging all transactions•Receive deposits, loan payments, safe deposit box payments, cashing checks

•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•Prepare daily work for proof by batching cash paid items and imaging all transactions•Receive deposits, loan payments, safe deposit box payments, cashing checks