Lobby Services Representative

American National Bank & Trust•Decatur, TX

10d

About The Position

GENERAL DESCRIPTION: The Lobby Services Representative SM BR (“LSR” for “Small Branches”) will be primarily responsible for providing excellent customer service in person and over the telephone in a pleasant, informative and courteous manner. They will open and close the bank daily, assist customers in their day-to-day transactions and other Teller duties as required.

Requirements

Must be knowledgeable in the use of office equipment, (i.e. computers, copiers, scanners, multi-line phones, etc., regular use of desktop computers and related banking software.
Mental awareness, alertness and adaptability to office and field area work routines.
Must be proficient in MS Office, (i.e. Excel and WORD), 10-key, accounting, alpha-numeric data entry, spreadsheets
Must possess excellent time management skills and the ability to prioritize work.
Must pay attention to detail and possess excellent problem-solving skills.
Must possess strong organizational skills with the ability to multi-task.
Communication Skills: Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person situations with customers, clients, general public and other employees of the company.
Mathematical Skills: Ability to add, subtract, multiply and divide numbers. Ability to perform such mathematical skills using money and other forms of measurement.
Critical Thinking Skills: Ability to use common sense understanding to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.
Employee Contact: Contacts occasionally with others beyond immediate associates, but generally of a routine nature. May obtain, present of discuss data, but only as it pertains to an immediate and specific assignment. No responsibility for obtaining cooperation or approval of action or decision.
Public Contact: Regular contact with patrons, either within the office or in the field. May involve occasional self-initiated contacts to patrons. Lack of tact and judgment may result in a limited type of problem for the organization.
Accuracy: Probable errors of internal and external scope would have a moderate effect on the operational efficiency of the organizational component concerned. Errors might possibly go undetected for a considerable period, thereby creating an inaccurate picture of an existing situation. Could cause further errors, losses or embarrassment to the company. The possibility of error is always present due to the requirements and repetition of the job.
High school degree or GED equivalent; emphasis on office skills, cash handling, plus 3-6 months of related experience and/or training or equivalent combination of education and experience.

Responsibilities

Provide exceptional Teller service to customers when accepting deposits/withdrawals, cashing checks, assisting customers with other banking services, including but not limited to online banking, wire initiation, creating cashier’s checks, instant issue debit cards, transfer funds, cash advances, savings bonds, ordering checks, returned checks, stop-payments, and deposit services questions. Scan and balance daily work. Balance and maintain cash.
Process night deposits; accept loan payments, stock desk/teller supplies; scan and balance daily work.
Complete CTRs as required.
Answer customer phones calls and provide assistance.
File open and closed account cards; pulling closed account cards.
Assist customers with opening Demand Deposits for both personal and business.
Assist customers with opening and maintaining IRA and HSA.
Assist customers with renting and entering Safe Deposit Box (If Applicable).
Perform verification of deposits for business and personal accounts daily.
Check ATM and VISA card orders.
Check to ensure a signature card is on file for all new accounts.
Call customers for returned check orders with the wrong address.
Perform verification of deposits for business and personal accounts daily.
Check off Demand Deposit Accounts maintenance reports.
Provide research for customers. (i.e. pull statements and checks).
Assist customers with balancing checkbooks.
Open mail and deliver to appropriate individuals; empty fax machine and route to proper area(s).
Maintain photocopies of LSR work; (retain records for 5 years).
Assist Branch Manager/Staff Members with branch audits.
Perform all other duties as assigned.