Lobby Services Specialist
1 day ago
Full-Time Must be available to work Monday through Friday 8:00 am to 5:00 pm.
The Lobby Services Specialist (LSS) assists the Branch Manager with daily branch operations by performing teller functions and account services functions: handles teller transactions, resolves service issues and opens accounts. In addition, the LSS performs a variety of duties including, promoting and selling the banks products and services, building relationships by offering a wide variety of products and by identifying and pursuing referral opportunities while providing an exceptional client experience. Must meet WestStar Bank's service and sales expectations.
Essential Functions
- Process daily transactions for clients including: check cashing services, accept deposits, process loan payments.
- Balances cash drawer daily
- Accepts deposits: verifying cash, endorsements, and issues receipts
- Accepts wire transfer, stop payment, address change and check order requests
- Opens deposit accounts and obtains all legal documentation required
- Recognizes cross-sell opportunities and generates referrals, actively engages in achieving both branch and individual sales goals
- Utilizes "CRM" customer relationship software to maintain client contact information and assist with product referrals
- Maintains a portfolio of bank clients. Stays in touch with these clients to make sure their banking needs are being met through the "Onboarding" process and "Book of Business" calls
- Responds to client inquiries or concerns and creates positive solutions
- Is knowledgeable of and compliant with all operational controls and regulatory procedures
- Is knowledgeable of all bank policies and security equipment relating to teller and new account operations
- Responsible for maintaining a high level of accuracy and security of bank assets
- Remain flexible in position based on Branch coverage needs
- Performs other duties as assigned
- Proficient computer skills (working knowledge of Word and Excel highly desired)
- Exceptional communication (both verbal and written) and customer service skills
- 1 year of customer service experience and 1 year cash handling experience, or equivalent experience in a financial institution
- High school diploma or equivalent
- Must possess ability to communicate effectively with clients in a positive manner
- Must have ability to accurately handle heavy cash flow
- Successful completion of teller/new account training and any other compliance training deemed necessary by the bank
Equipment Used
- Standard office equipment such as computers, phones and photocopiers.
Supervisory Responsibility
- N/A
Working Conditions/Physical Requirements
- Ability to lift up to 50 lbs; ability to stand for long periods of time
WestStar is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.
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