Client Care Specialist

PIEDMONT FEDERAL SAVINGS BANK • Winston-Salem, NC

5d • Onsite

About The Position

The Client Care Specialist assists the Branch Manager in ensuring the branch’s day-to-day operations are performed efficiently and in compliance with established policies, procedures, and regulatory standards while providing exceptional client service. The role performs client and other service-related transactions, maintains a cash drawer, supports account opening and product cross-selling, and helps cultivate and retain clients. The specialist also assists staff with cash discrepancies, unusual situations, and audits, and oversees basic branch operations when the manager is absent. As vault custodian, the specialist manages the branch cash supply and replenishes staff cash as needed. The position is based at the Peace Haven Branch in Winston-Salem, North Carolina, and is conducted in an office environment. Some travel and evening or weekend work may be required.

Requirements

• High school diploma or equivalent work experience.
• Two or more years of experience with Piedmont Federal Savings Bank.
• Accuracy and attention to detail, collaboration and teamwork, communication, conflict management, interpersonal skills, office machine operation, and problem-solving skills involving analysis, research, interpretation, and recommendations.
• High level of knowledge of deposit transactions, including savings, time deposits, checking, and IRA accounts, and loan transactions.
• Ability to train, coach, and answer questions about deposit administration for savings, time deposits, checking, and IRA accounts.
• Ability to apply Client Care Associate exposure to day-to-day functions.
• Ability to use hands to manipulate, handle, feel, and control items or equipment; walk, bend, kneel, and reach; lift up to 50 pounds using safety precautions; and stand and/or sit for long periods.
• Ability to communicate with clients and coworkers in English, and to see, read, write, and interpret documents written in English.

Responsibilities

• Provide exceptional service to internal and external clients and serve as a role model to staff.
• Process client and other service transactions, including account maintenance and record updates, cash transactions, official checks, date-of-death balance calculations, mail and night deposit listing, posting and verification, and office paperwork.
• Accurately maintain a cash drawer for client cash transactions.
• Maintain knowledge of products and services to assist clients with opening accounts and recommend products and services that meet their needs.
• Promote the Bank’s products and services to cultivate, develop, and retain existing clients and acquire new clients.
• Assist staff in identifying cash discrepancies, handling unusual or difficult situations, and conducting audit activities.
• Oversee basic branch operations when the manager is absent, including overriding exception transactions, reviewing and signing checks, participating in branch audits, and assisting with non-routine transactions.
• Serve as vault custodian, managing the branch cash supply and replenishing staff cash as needed.
• Attend work at Piedmont’s place of business during regular business hours.
• Comply with applicable regulatory and legislative requirements and the Bank’s policies and procedures.
• Assist branch lending personnel with loan transactions, including closing documents and posting.
• Train new and existing branch staff on products, policies and procedures, regulatory compliance, documentation, and cross-training.
• Perform other duties and cross-train or provide backup as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED