LOBBY SUPPORT

Description

JOB PURPOSE

Serves as a floating Universal Banker for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. Has a thorough understanding of the customer’s transaction requirements and is able to effectively communicate all available options to them on a basic level. Educates customers about the bank’s options and refers the appropriate products and services that match the customer’s needs. Processes basic customary transactions, such as receiving and paying out money and transactions involving negotiable instruments and utilizes technological resources to assist the customer in an efficient, friendly and accurate manner. Provides personalized banking services to the bank’s customers at designated branch offices. Provides staffing coverage for multiple branch offices.  Assists the Professional Development Group with collaboration and administrative duties.

DUTIES AND RESPONSIBILITIES

1. Provides staffing coverage for multiple branch offices at the direction of immediate supervisor with limited prior notice.
2. With a clear and basic understanding of the bank’s products and services and the customer or prospective customer’s current relationship with the bank, offers the customer information on basic bank products and services that can benefit the customer and enhance their banking relationship.
3. Provides professional and proactive customer service by assisting customers with new and existing account inquiries, and/or researching and resolving account problems. Establishes basic types of new accounts for customers and follows designated new accounts procedures.
4. Processes basic and customary transactions such as receiving and paying out money, transactions involving negotiable instruments, and other transactions by utilizing technological resources.
5. Maintains technical knowledge of SouthWest Bank processes, systems and policy and procedures for consumer products and services. Complies with all applicable laws and regulations.
6. Processes customer requests including but not limited to temporary checks, debit cards, check orders, stop payments, wire transfers, change of address and loan payments.
7. Provides support to the branch and professional development staff with clerical and administrative duties as assigned.
8. Receives and greets bank visitors, providing them with information and directing them to appropriate staff as necessary.
9. Must be available to provide backup/training at other locations without extended prior notice.

Professional Development Department Duties:

1. Assist in the scheduling, preparation and planning of meetings and professional development sessions
2. Assist in the scheduling, preparation and planning of meetings and professional development & educational sessions outside of the bank related to CRA.
3. Assist with developing the curriculum for training sessions.
4. Actively participate in training for new Universal Banker

Qualifications

1. Familiar with the bank’s core system and ancillary products
2. Must be proficient in the use of Word, Excel, PowerPoint and other Microsoft Office applications.
3. Two years’ experience in a financial institution in a customer contact position.
4. Ability to work independently and as a team with excellent time management skills.
5. Knowledge of various banking departments