Retail Banking Associate / Client Care Associate Job at Piedmont Federal Bank, Winston Salem, NC

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  • Piedmont Federal Bank
  • Winston Salem, NC

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

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Job Tags

Full time, Work at office,

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