Job Description

Retail Banking Associate / Client Care Associate

Join to apply for the Retail Banking Associate / Client Care Associate role at Piedmont Federal Bank .

Location: Winston Salem, NC. Prefer candidates who live within a 40 mile radius of Winston Salem, NC. Good credit history a must.

Primary Accountabilities (High Essential)

• Provide exceptional client service both internally and externally and serve as a role model to the staff.
• Acquire and maintain knowledge of the Bank's loan products and be able to fully utilize the OSI and Meridian Link systems.
• Acquire and maintain knowledge of products/services to efficiently and accurately assist clients with opening new accounts and effectively cross-sell products/services to meet client needs.
• Support the frontline as needed during staff absences.
• Observe, absorb, and demonstrate key management skill sets including, but not limited to: developing and executing a team strategy for meeting and exceeding sales goals, facilitative coaching, branch operations, and compliance, networking and development of Centers of Influence, conduction both personal and business advisory discussions.
• Regularly attend work at Piedmont's place of business during regular business hours.

Primary Accountabilities (Low Essential)

• Assist in originating and closing loans.
• Provide exceptional client service and serve as a role model to staff in routine customer interaction.
• Assist with deposit account needs, including cross-selling products and services as needed.
• Support and assist branch manager as they manage the branch and teammates to success.

Non Essential

• Serve as a backup vault custodian, responsible for managing branch cash supply and replenishing staff cash supply when needed.
• Other duties, as assigned.
• Cross train and back-up others, as assigned.

Qualifications

• Accuracy and attention to detail.
• Collaboration and teamwork.
• Communication (verbal, written, face to face, telephone, email, listening).
• Conflict management.
• Interpersonal skills.
• Leadership presence/demonstrated management potential.
• Microsoft Excel.
• Office machine operation.
• Prioritizing, multi-tasking, meeting deadlines, and working independently on multiple projects.
• Community involvement.

Equal Opportunity Employer (V/D)

Equal Opportunity Employer (V/D)

Related Experience

Two to three years of prior teller or lead teller experience.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

Job Tags

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