Lobby Services Specialist
About The Position
Provides comprehensive customer service and operational support to consumer and commercial banking customers. The role processes financial transactions, opens and maintains accounts, supports online and digital banking services, facilitates wire transfer activities, and assists with branch administrative functions. It supports daily branch operations while ensuring accuracy, security, confidentiality, and compliance with bank policies, procedures, and applicable banking regulations. Responsibilities include processing teller and cash transactions; opening, maintaining, modifying, and closing consumer and business deposit accounts; helping customers use online and electronic banking services; and supporting ACH, wire transfer, and cash management activities.
Requirements
- Banking experience required.
Responsibilities
- Process deposits, withdrawals, transfers, loan payments, check cashing, and other routine banking transactions.
- Verify transactions, endorsements, account balances, and required approvals.
- Prepare cashier's checks, process change orders, use teller systems, balance cash drawers, research discrepancies, and assist with vault operations.
- Identify and report counterfeit currency, suspicious transactions, and activities requiring escalation.
- Gather information and complete CTRs and other regulatory documentation.
- Open, maintain, modify, and close consumer and business deposit accounts, including checking, savings, CDs, HSAs, and IRAs.
- Process account maintenance requests, including customer information updates and signature changes.
- Prepare and maintain account documentation and ensure records are accurate and complete.
- Assist customers with personal and business online banking enrollment, maintenance, troubleshooting, and account access.
- Support mobile banking, mobile deposit, Zelle, debit cards, and other digital banking services.
- Process debit card requests, travel notices, fraud concerns, disputes, and limit changes.
- Assist with credit card applications and electronic banking service requests.
- Prepare documentation related to business online banking and cash management services.
- Initiate, process, verify, and maintain domestic and international wire transfers.
- Assist with automatic fund transfers and commercial cash management services.
- Verify unusual transactions and contact customers when required for security purposes.
- Process stop payments and unauthorized ACH debit claims.
- Prepare customer correspondence related to ACH and wire transfer activity.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
