Lobby Services Representative

Location: Dallas, TX
Job Code: 237
# of Openings: 2



Job Title:        Lobby Services Representative - Private Bank


Position Description: 

This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model. Daily responsibilities may include:

Duties and Responsibilities:

  • New deposit account origination, including DDA/MMKT, Time Deposits, safe deposit, etc.
  • Support for new project/product implementation through all business functions
  • Process collection items, wire requests, stop payments and check orders
  • Data entry and/or verification of input to the bank’s core system
  • Daily imaging functions, including scanning, indexing and filing all client deposit account documents to storage servers.
  • Various direct client service support
  • Backup coverage for handling maintenance of cash drawers
  • Handle foreign currency orders
  • Instant issue debit card processing and assistance with fraud reporting and recovery
  • Provide ongoing support for lobby services, deposit operations and loan administration as needed

Minimum Position Requirements:

  • Prior New Account and Bank Operations experience
  • Must have prior cash handling experience
  • Strong client service skills, including written and oral communication skills
  • Strong computer skills, including experience with MS Office and other windows-based software
  • Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
  • Must consent to and have favorable consumer report, background check and drug/alcohol test



We are a private, multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide help simplify our clients’ financial needs and express their family values. Our team is made up of self-starters who enjoy a workplace that’s collaborative and engaging. Together, we foster a culture that embraces teamwork, creativity, fun and excellence. Interested in working with us? We’re looking for talented individuals to help us sustain our passionate and purposeful approach.



No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity.  Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.



Tolleson Wealth Management will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Tolleson Wealth Management is an Equal Opportunity Employer.


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