Lobby Services Specialist

Weststar Bank - El Paso, TX

Full-time

El Paso, TX

Credit Intermediation and Related Activities

About the position

The Lobby Services Specialist (LSS) plays a crucial role in assisting the Branch Manager with daily operations at WestStar Bank. This position involves performing teller functions, handling account services, and ensuring exceptional client experiences. The LSS is responsible for processing transactions, promoting bank products, and building client relationships while meeting service and sales expectations.

Responsibilities

• Process daily transactions for clients including check cashing, accepting deposits, and processing loan payments.
• Balance cash drawer daily.
• Accept deposits, verifying cash, endorsements, and issuing receipts.
• Accept wire transfer, stop payment, address change, and check order requests.
• Open deposit accounts and obtain all required legal documentation.
• Recognize cross-sell opportunities and generate referrals, actively engaging in achieving branch and individual sales goals.
• Utilize CRM software to maintain client contact information and assist with product referrals.
• Maintain a portfolio of bank clients and ensure their banking needs are met through onboarding and follow-up calls.
• Respond to client inquiries or concerns and create positive solutions.
• Ensure compliance with operational controls and regulatory procedures.
• Maintain a high level of accuracy and security of bank assets.
• Remain flexible based on branch coverage needs.
• Perform other duties as assigned.

Requirements

• Proficient computer skills, particularly in Word and Excel.
• Exceptional verbal and written communication skills.
• 1 year of customer service experience and 1 year of cash handling experience, or equivalent experience in a financial institution.
• High school diploma or equivalent.
• Ability to communicate effectively with clients in a positive manner.
• Ability to accurately handle heavy cash flow.
• Successful completion of teller/new account training and any other compliance training deemed necessary by the bank.