Lobby Services Specialist Las Cruces

WestStar Bank

El Paso (TX)

Hybrid

USD 32,000 - 42,000

Full time

11 days ago

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Job summary

WestStar Bank in Las Cruces seeks a Lobby Services Specialist to support daily branch operations by handling teller transactions and account services. You will promote bank products, build client relationships, and pursue referrals while delivering exceptional service.

The role requires solid communication, cash handling experience, and a customer-focused mindset. Training will cover teller and new account procedures, with emphasis on accuracy and compliance in a busy environment.

Qualifications

  • 1 year of customer service and 1 year cash handling experience.
  • High school diploma or equivalent.
  • Excellent communication with clients in positive manner.

Responsibilities

  • Process daily client transactions including check cashing, deposits, and loan payments.
  • Open deposit accounts and gather required legal documentation.
  • Identify cross-sell opportunities and generate referrals to meet sales goals.
  • Utilize CRM to maintain client information and support product referrals.

Skills

Computer skills
Customer service
Cash handling
Communication
Teller training
Teamwork

Education

High school diploma

Tools

Word
Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Lobby Services Specialist Las Cruces

6 days ago Requisition ID: 1349

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.
  • 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.

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