Lobby Services Specialist
Indexed description
Company Description WestStar is a locally owned community bank with more than $3.1 billion in assets, serving the El Paso, Las Cruces, and northern Mexico Borderplex region. The bank provides individuals and businesses with a wide range of financial services, including banking, treasury management, wealth management, insurance, and title services. Team members are actively involved in the community, serving on numerous non-profit and civic boards and supporting a variety of philanthropic initiatives. Deposit and loan products are offered through WestStar Bank, Member FDIC and Equal Housing Lender, reflecting a strong commitment to responsible and inclusive banking practices.
Role Description The Lobby Services Specialist is a full-time, on-site role based in Las Cruces, NM. This role is responsible for welcoming and assisting clients in the lobby, providing information about bank products and services, and directing clients to appropriate team members as needed. Daily tasks include handling routine account inquiries, processing basic transactions, supporting the opening of new accounts, and identifying opportunities to refer clients to specialized banking, lending, and wealth management staff. The Lobby Services Specialist maintains a professional and friendly environment, ensures accurate documentation, adheres to bank policies and regulatory requirements, and supports branch sales and service goals through consistent, high-quality customer interactions.
Qualifications
- Strong Customer Service and Communication skills to interact effectively with clients and team members.
- Sales skills to identify client needs, explain bank products, and make appropriate referrals.
- Analytical Skills to review client information, understand account activity, and follow procedures accurately.
- Basic Finance knowledge to discuss banking services, account types, and related products with clients.
- Ability to work on-site during standard banking hours, with reliable attendance and time management.
- Attention to detail and accuracy in handling transactions and completing documentation.
- Proficiency with computer systems and banking software; ability to learn new tools quickly.
- Prior experience in banking, retail, or customer-facing roles is preferred; high school diploma or equivalent required.
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