Lobby Services Specialist

Summary

Full-Time Must be available to work Monday through Friday 8:00 am to 5:00 pm.

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 banks 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.

Essential Functions

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

Required Education, Experience, Skills

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

Equipment Used

Standard office equipment such as computers, phones and photocopiers.

Supervisory Responsibility

N/A

Working Conditions/Physical Requirements

Ability to lift up to 50 lbs; ability to stand for long periods of time

WestStar is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.