Lobby Coordinator - TexasBank
Brownwood, TX
About the Job
SUMMARY:
The Lobby Coordinator serves as the welcoming face, efficiently managing the lobby area to ensure a professional, customer-centric environment while facilitating seamless client interactions and maintaining adherence to security protocols. The incumbents primary responsibility in this position is to manage the lobby area, provide exceptional customer service, and support various banking operations. Essential qualities to have in this role are strong communication skills, attention to detail, and a customer-centric approach to meet the needs of the diverse clientele that we serve.
JOB DUTIES AND ESSENTIAL FUNCTIONS:
- Greet and welcome clients and guests as they enter the bank, offering assistance and guidance as needed.
- Provide general information on banking products, services, and procedural guidelines.
- Address client inquiries or concerns and escalate complete issues to the appropriate banking personnel.
- Manage client queues effectively, ensuring prompt service and minimizing wait times.
- Coordinate with banking staff to ensure smooth transitions between appointments and manage the flow of client meetings.
- Assist in customer service responsibilities such as debit card printing when necessary.
- Promptly answer a high volume of incoming calls, address inquiries, and proficiently transfer calls to the appropriate departments or individuals as needed to ensure efficient and effective communication flow.
- Responsible for courteously taking and relaying messages in a timely manner whenever individuals are unavailable, ensuring seamless communications within the organization.
- Perform general administrative tasks such as sorting and distributing mail, managing office supplies, scanning, copying, and filing documents as needed.
- Assist clients with accessing their vaults, ensuring a secure and smooth process for retrieving their valuables.
- Maintain a clean, organized, and professional lobby area.
- Other duties and special projects as assigned.
WORKING CONDITIONS:
- Air-conditioned office environment.
- Consistent and timely attendance is required to ensure uninterrupted operational efficiency and exemplary service delivery.
PHYSICAL DEMANDS:
- Sit for extended periods of time.
- Walk, stand, bend, squat, twist, and reach.
- Simple grasping and fine manipulation.
- Extended keyboarding.
- Ability to lift 25 lbs.
MINIMUM REQUIREMENTS:
- High School Diploma or equivalent.
- At least two years of experience in a customer-facing role within the banking or financial services industry.
- Strong communication skills (verbal and written), well-developed analytical, organizational, and presentation skills, and great attention to detail.
- Friendly and professional demeanor with a customer-centric approach.
- High level of accountability, efficiency, and accuracy.
- Ability to handle confidential information with discretion and professionalism.
PREFERRED REQUIREMENTS:
- The ability to gather and analyze data from multiple sources and work on more than one project at a time is crucial.
- Capable of taking a proactive approach to issue resolution within a given authority.
- Excellent verbal and written communications skills.
- Proficiency in Microsoft Office Applications including Excel, PowerPoint, and Word.
- Ability to interact with other departments to accomplish objectives.
*Disclaimer:* This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
The Lobby Coordinator serves as the welcoming face, efficiently managing the lobby area to ensure a professional, customer-centric environment while facilitating seamless client interactions and maintaining adherence to security protocols. The incumbents primary responsibility in this position is to manage the lobby area, provide exceptional customer service, and support various banking operations. Essential qualities to have in this role are strong communication skills, attention to detail, and a customer-centric approach to meet the needs of the diverse clientele that we serve.
JOB DUTIES AND ESSENTIAL FUNCTIONS:
- Greet and welcome clients and guests as they enter the bank, offering assistance and guidance as needed.
- Provide general information on banking products, services, and procedural guidelines.
- Address client inquiries or concerns and escalate complete issues to the appropriate banking personnel.
- Manage client queues effectively, ensuring prompt service and minimizing wait times.
- Coordinate with banking staff to ensure smooth transitions between appointments and manage the flow of client meetings.
- Assist in customer service responsibilities such as debit card printing when necessary.
- Promptly answer a high volume of incoming calls, address inquiries, and proficiently transfer calls to the appropriate departments or individuals as needed to ensure efficient and effective communication flow.
- Responsible for courteously taking and relaying messages in a timely manner whenever individuals are unavailable, ensuring seamless communications within the organization.
- Perform general administrative tasks such as sorting and distributing mail, managing office supplies, scanning, copying, and filing documents as needed.
- Assist clients with accessing their vaults, ensuring a secure and smooth process for retrieving their valuables.
- Maintain a clean, organized, and professional lobby area.
- Other duties and special projects as assigned.
WORKING CONDITIONS:
- Air-conditioned office environment.
- Consistent and timely attendance is required to ensure uninterrupted operational efficiency and exemplary service delivery.
PHYSICAL DEMANDS:
- Sit for extended periods of time.
- Walk, stand, bend, squat, twist, and reach.
- Simple grasping and fine manipulation.
- Extended keyboarding.
- Ability to lift 25 lbs.
MINIMUM REQUIREMENTS:
- High School Diploma or equivalent.
- At least two years of experience in a customer-facing role within the banking or financial services industry.
- Strong communication skills (verbal and written), well-developed analytical, organizational, and presentation skills, and great attention to detail.
- Friendly and professional demeanor with a customer-centric approach.
- High level of accountability, efficiency, and accuracy.
- Ability to handle confidential information with discretion and professionalism.
PREFERRED REQUIREMENTS:
- The ability to gather and analyze data from multiple sources and work on more than one project at a time is crucial.
- Capable of taking a proactive approach to issue resolution within a given authority.
- Excellent verbal and written communications skills.
- Proficiency in Microsoft Office Applications including Excel, PowerPoint, and Word.
- Ability to interact with other departments to accomplish objectives.
*Disclaimer:* This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.
Source : TexasBank
