JOB SUMMARY:
The Lobby Services Representative (LSR) is responsible for providing frontline support and service to current and potential customers to meet their everyday banking needs. This includes marketing and cross-selling products and services, as well as performing customer service, branch operations and teller functions.
ESSENTIAL FUNCTIONS:
• Process a variety of customer transactions accurately and efficiently in adherence to bank policies and federal and state regulations. Examples include: cashing checks, processing deposits, withdrawals, loan payments, transfers, and issuing monetary instruments
• Perform opening, closing, and other branch servicing duties such as cash and vault balancing, ordering cash, cards, checks and other supplies; completing logs, reports, audits and control checks; maintaining and servicing automated teller machines
• Open and perform account maintenance on certificates of deposit, consumer accounts, basic business accounts, and basic IRA transactions (such as IRA Transfers and Rollovers); seeks assistance from more knowledgeable branch staff when necessary
• Addresses customer questions and concerns by phone and in person; files disputes or refers to appropriate internal resources for resolution
• Proactively seeks ways to develop and expand customer relationships by identifying, marketing, and cross-selling banking products and services beneficial to customer needs; Assists with courtesy and prospect calls as needed
• Enhances customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers
• Practices branch security procedures and protects customer confidentiality and privacy at all times
• Performs other job related duties or special projects as assigned
SKILLS:
• The ability to maintain composure and convey a positive attitude while interacting with customers and internal team members
• Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.
• Self-motivated, goal oriented, team player
• Strong interpersonal skills and sales aptitude
• Excellent organizational skills with the ability to prioritize workload and multi-task in a fast pace environment while maintaining accuracy and attention to detail
• Basic math proficiency with the ability to add, subtract, multiply and divide in order to help customers with their transactions and balance teller drawer
• Read and comprehend at a level sufficient to understand memoranda, instructions, forms, applications and business documentation
COMPETENCIES:
• Critical Thinking—using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Service Orientation—actively looking for ways to help people
• Social Perceptiveness—Being aware of others’ reactions and understanding why they react as they do
• Attendance – history of punctually and good attendance
• Communications - Outstanding listening and communications skills, both written and verbal
EXPERIENCE AND EDUCATION:
• High School Diploma (or GED or High School Equivalence Certificate) required
• College Degree preferred
• Minimum of one year banking experience OR three years of customer service and cash handling experience
• Proficiency with 10 key touch, Microsoft Office (Excel, Word, Outlook, SharePoint)
• Experience with Jack Henry banking software is a plus
• Personal Banker/new accounts experience is a plus
WORKING CONDITIONS:
• Working indoors in an office environment
• Standing, sitting, or walking most of the day
• Occasionally lifting and carrying articles weighing up to fifty pounds (files, ledgers, folders, coins, etc.)
TRAVEL:
• Must be able to occasionally fill in at other locations within the region
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