Lobby Services Specialist

Lobby Services SpecialistFull-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 FunctionsProcess daily transactions for clients including: check cashing services, accept deposits, process loan payments.Balances cash drawer dailyAccepts deposits: verifying cash, endorsements, and issues receiptsAccepts wire transfer, stop payment, address change and check order requestsOpens deposit accounts and obtains all legal documentation requiredRecognizes cross-sell opportunities and generates referrals, actively engages in achieving both branch and individual sales goalsUtilizes "CRM" customer relationship software to maintain client contact information and assist with product referralsMaintains 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" callsResponds to client inquiries or concerns and creates positive solutionsIs knowledgeable of and compliant with all operational controls and regulatory proceduresIs knowledgeable of all bank policies and security equipment relating to teller and new account operationsResponsible for maintaining a high level of accuracy and security of bank assetsRemain flexible in position based on Branch coverage needsPerforms other duties as assignedRequired Education, Experience, SkillsProficient computer skills (working knowledge of Word and Excel highly desired)Exceptional communication (both verbal and written) and customer service skills1 year of customer service experience and 1 year cash handling experience, or equivalent experience in a financial institutionHigh school diploma or equivalentMust possess ability to communicate effectively with clients in a positive mannerMust have ability to accurately handle heavy cash flowSuccessful completion of teller/new account training and any other compliance training deemed necessary by the bankEquipment UsedStandard office equipment such as computers, phones and photocopiers.Supervisory ResponsibilityN/AWorking Conditions/Physical RequirementsAbility to lift up to 50 lbs; ability to stand for long periods of timeWestStar is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.