Senior Lobby Services Specialist

WestStar BankEl Paso, TX
348d

About The Position

The Senior Lobby Services Specialist (SLSS) assists the Branch Manager or Branch Supervisor with daily operations and provides assistance, guidance, and supervision to teller and Lobby Services Specialist staff. The SLSS performs teller functions and account service functions, handling teller transactions, resolving service issues, opening accounts, and managing the sale and setup of complex products and services. Additionally, the SLSS promotes and sells the bank's products and services, builds relationships by offering a wide variety of products, and identifies and pursues cross-sell opportunities while providing an exceptional client experience.

Requirements

  • Proficient computer skills (working knowledge of Word and Excel)
  • Exceptional communication (verbal and written) and customer service skills
  • 6 months to 1 year of bank teller experience and 1 year of new account experience or equivalent experience in a financial institution
  • High school diploma or equivalent
  • Ability to communicate effectively with clients in a positive manner
  • Successful completion of teller/new account training and any other compliance training deemed necessary by the bank

Responsibilities

  • Processes daily transactions for customers including check cashing services, accepting deposits, selling monetary instruments and US savings bonds, processing loan payments and cash advances
  • 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 customer contact information and assist with product referrals
  • Maintains a portfolio of bank clients and stays in touch with these clients to ensure their banking needs are being met
  • Responds to customer inquiries or concerns and creates positive solutions
  • Assists Branch Manager with inventory and control of night deposit operations including bags, keys, and agreements
  • Responsible for dual control vault operations and end of day branch settlements
  • Reviews and approves deposits and withdrawals over the teller's limit and on new accounts
  • Provides first line support and assistance to tellers and LSSs on complex transactions or problems
  • Knowledgeable of and follows the opening and closing procedures at their assigned location
  • Knowledgeable of and compliant with all operational controls and regulatory procedures
  • 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
  • Remains flexible in position based on Branch coverage needs
  • Performs other duties as assigned

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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

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