Lobby Services Specialist

WestStar Bank • El Paso, TX

365d

About The Position

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 bank's 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.

Requirements

• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Management of Companies and Enterprises
• Education Level: High school or GED
• Number of Employees: 251-500 employees